Blog




Advice For Life | Atlanta's Financial Planning Blog


Sometimes You Should Retreat Before Pressing On

Wednesday, February 01, 2017 Bookmark and Share

Before modern military tactics were developed, it was common for the General to move to an elevated position to observe the battle. Typically, soldiers fighting face-to-face with their enemy were so focused on survival that they lacked perspective on whether they were winning or losing until the battle was over. The General’s view, however, prompted adjustments to increase the likelihood of victory.  


Top 10 Life Events That Should Prompt an Estate Plan Review

Thursday, August 20, 2015 Bookmark and Share



At times, it’s hard to convince clients of the value of a well-thought out estate plan, and even harder to get them to pay to change that plan when things shift. However, estate plans are an essential part of protecting wealth, and they require routine maintenance and review.

Use these life events as conversation starters with your clients to keep estate plans up-to-date. 

Video: How To Keep Your Estate Plan Up-To-Date

Thursday, September 25, 2014 Bookmark and Share

Do you know what it takes to keep your estate plan up-to-date? Watch this 1-minute video and find out how a couple of simple steps will help you keep your estate current and your legacy protected for the future.



Tracking # 1-249747 

Video: Why Do I Need A Will?

Thursday, September 11, 2014 Bookmark and Share

You might be wondering, "Do I really need a will?" Watch this 1-minute video and learn why you should protect your legacy and the lives of the people you love most by creating a will.



Tracking # 1-270946 

9 Essential Estate Planning Documents

Thursday, June 19, 2014 Bookmark and Share

Dying intestate (will-less) leaves your heirs with a potential mess. And yet, 61% of Americans die without one, says a recent Harris Interactive poll for RocketLawyer, a legal website. In fact, 28% of us would rather do anything than make a will.

Without a will, a probate court decides where your property goes; it can take months—sometimes years. Money you intended for heirs and good causes may go to pay lawyers. Do you have young children? If your will doesn’t name their guardians, a court will do it. And what about Fido and the kitties? Their future is up for grabs if your will doesn’t spell it out.

To truly sort out your estate planning, prepare these nine documents and your heirs will thank you eternally:  

What is an Ethical Will? Should You Have One?

Thursday, May 15, 2014 Bookmark and Share



An ethical will is a document designed to pass ethical values from one generation to the next. 

Advisor Q&A: Isn’t Estate Planning Only For The Rich?

Thursday, March 13, 2014 Bookmark and Share



In a word: no.

Estate planning allows you or anyone to implement certain tools now to ensure that your concerns and goals are fulfilled after you die.

Your objective may be to simply make sure that your loved ones are provided for. Or you may have more complex goals, such as avoiding probate or reducing estate taxes. 

Why Smart Estate Planning Is Like A Well-Dressed Woman

Wednesday, March 06, 2013 Bookmark and Share

10 Tips for Estate Planning in 2013

Since the American Taxpayer Relief Tax Act Of 2012 was passed, a.k.a. the Fiscal Cliff Tax Deal, Americans have been talking about how the law will impact real taxpayers. 


Never Miss A Post


Search


Recent Posts


Tags

Michael Stone Health Care The Brain Trust Sandra Salem IRA Gaynes Capital Management Relationships Small Business Saturday Angela Rehkop LPL Advisors Joe Gunther Mark Smith Dimensional Funds Advisors Mosaic Capital Management Milestone Investment Management Investors Almanac Karen Lee Mother's Day Jerrí Hewett Top Workplace 2015 DFA Election Join Us Top 25 Atlanta Financial Planning and Advisory Firms Al Searcy Video Five Star Wealth Managers College Funding Doctors Lounge Investors Consortium Economic Commentary Steve Callaham Atlanta Financial Planner Financial Outlook Vacation Searcy, Weems-Scott & Associates Travel Advisor Talk Investment Planning Wills Trent Adams National Aging In Place Council Toys For Tots Advisors Land Bridgers Taxes Relationship Basics Boomerang Kids Divorce Financial Strategies Group Bull Market Business Owners Berlin Candy Bomber How To Save Eugene Fama New Members Aging In Place Wealth Horizons Thanksgiving Women Long Term Care Retirement Planning Mike Irvin Social Security Atlanta Journal Constitution Father's Day Per Stirpes Nest Egg Don Patrick Favorite Things Kids 401(k) Retreat 2014 David Gaynes Mickey Stokes Distribution Planning Jerri Hewett Miller Conferences Karen Lee and Associates Financial Planning Risk Management Consumer Debt Insurance Retreat 2016 USMC Retirement Taper Women Investors Independent Financial Planners Integrated Financial Group Company Culture 2013 Taxes Photo Gallery Identity Theft Small Business Stock Market Brain Trust Financial Goals Wall Street Bonnie Whyte Veteran's Days Holiday Gift List David Crew Ethical Wills LPL Financial Legacy Planning Morris Shank Josh Donley Investing Denny Roodman High Frequency Trading Hank Cleare Estate Planning Connie Weems Scott Retreat 2017

Archive








    TOP 25 FIRM
    2004-2016

    Chosen as one of Atlanta’s
    Top 25 Financial Planning & Advisory Firms
    based on assets under advisement.


    RANKED #4 SMALL COMPANY TO WORK FOR IN ATLANTA





    Copyright ©
    Integrated Financial Group. All Rights Reserved.

    DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.