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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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Solving for the Broken Estate Planning Client Experience

Wealth Management

EncorEstate Plans has created a solution that allows the advisor to collaborate with the client throughout the estate planning process.

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Remember the Benefits of Estate Planning

Integrity Financial Planning

Estate planning can be difficult to think about, let alone plan for. Maybe you’ve avoided putting together a concrete plan because you don’t want to think too far into the future when it’s time to pass on what you have. Or maybe you don’t think an estate plan is necessary because you’re not rich enough to warrant one.

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Estate Planning Checklist

Carson Wealth

No matter how few your assets or how extensive your properties, an estate plan will help you preserve your legacy and provide clarity to your surviving family. Our estate planning checklist can help you start the process and tick those important boxes on your way to confidence about the future.

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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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Estate Planning Checklist

Carson Wealth

No matter how few your assets or how extensive your properties, an estate plan will help you preserve your legacy and provide clarity to your surviving family. Our estate planning checklist can help you start the process and tick those important boxes on your way to confidence about the future.

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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.