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Build (Customized) Flexible Estate Planning Strategies In A Constantly Changing Political Landscape

Nerd's Eye View

In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estate planning professionals have recommended to clients.

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6 Items to Put on Your Estate Plan Checklist

Integrity Financial Planning

An estate plan is a legal document that outlines a person’s wishes for the distribution of their assets and property after their death. It is essential to create an estate plan to ensure that your family and loved ones are taken care of in the event of your passing. Contact us today to get started!


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Estate Planning 101

Integrity Financial Planning

Understand the basics first, and then create an estate plan. Wills and trusts are both important estate planning tools with important differences. Get in touch with us to find out how we can help you create a financial plan for your retirement and the future. Unfortunately, costly mistakes are all too easy to make.

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Tax Experts Discuss Estate-Planning Considerations for Financial Advisors

Wealth Management

An overview of some of the important estate-planning proposals included in the 2024 Greenbook.

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Long-Term Care Considerations in Estate Planning

This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.

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What SECURE 2.0 Means for Your Clients' Retirement and Estate Planning

NAIFA Advisor Today

is here, but what does that mean for your clients' retirement and estate planning? SECURE 2.0 On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0,

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6 Important Components of Estate Planning

James Hendries

Basic estate planning is something that everyone should do, regardless of your age, marital status, the value of your assets, and if you’re a parent or not. This statistic illustrates that more Americans should consider estate planning to help ensure their assets transfer quickly to their heirs. Gallop, May 2021.