Integrity Marketing Solutions in the News
InterActive Legal Systems •
bankrate.com
articles •
kiplinger's & other articles •
southern california tax & estate planning forum
•
lawyers weekly usa
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by Jay MacDonald •
Bankrate.com
Remember that hilarious episode of "Friends" where Ross convinces
Rachel, Phoebe and the others to sit down and write their wills and
designate durable power of attorney to each other in the event something
should happen to them? Of course you don't; it never happened. Come on,
who would believe that?
Read the full article.
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College-Area Properties Get Good Grades
by Jay MacDonald •
Bankrate.com
Checklist as your teenager heads off to college: Don't forget to: a)
pay the tuition; b) have the safe-sex talk; c) have the
drinking-and-driving talk; and d) buy your student a house or condo.
Pardon the whiplash on that last one, but the fact is, many parents who
are financially able to do so are choosing to invest in real estate
close to campus for their college-bound offspring. In many cases, it's
preferable to shelling out dormitory fees or apartment rent.
Read the full article.
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Blended Families Face Estate Planning
Complications
by Jay MacDonald •
Bankrate.com
How would you like your ex-spouse to inherit
your house, your bank accounts and your retirement benefits despite the
fact you willed them to your children? What if your father's estate
wound up in the hands of your stepbrother even though dad promised the
farm to you? Such heartbreaking inheritance snafus happen with some
regularity to blended families, in which husband, wife or both bring
together assets and children from a previous marriage.
Read the full article
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- Plan for Life • Navy Federal •
Summer 2008
Safeguard assets -- and your loved ones -- through proactive planning
and receive an added benefit: peace of mind.
- Yours, Mine & Ours The Second Time Out • Kiplinger's Retirement Report •
February 2008
A prenuptial agreement and other measures can protect your new spouse
and your children.
- Home is Where the Heartache Is • The Kansas City Star •
October 2007
No one is ready for Mom or Dad to die. And somewhere beyond the
unimaginable loss felt at such a time lies what many observers believe
is an even trickier emotional and procedural quagmire for survivors --
cleaning out and selling their parents' home.
- Legacy Funds are the Gift that Keeps on Giving • The Kansas City Star •
October 2007
When Dick Bond began planning for his estate, one of his chief goals
was to leave a legacy of philanthropy for his future generations.
- Living Together, But Not Married? • Kiplinger's Retirement Report •
August 2007
Discuss your finances and medical affairs, then put the details in
writing.
- In You They Trust • Kiplinger's Personal Finance•
March 2007
Being named as trustee by a friend or family member is an honor --
but it may be one you could do without. The likelihood that you'll be
asked to serve as a trustee is growing exponentially as trusts become
ever more popular.
- Classic Mistakes Can Wreck an Estate Plan • Kiplinger's Retirement Report•
October 2006
By avoiding costly mistakes in your estate plan, you can leave behind
the legacy you intended.
- How I Learned to Stop Worrying and Love the Death Tax • Inc. Magazine• August 2004
Roger Peugeot jokes that a fitting way for him to die would be while
hugging the toilet in his basement during a tornado -- preferably in
2010. Peugeot, better known in Overland Park, KS as "Roger the Plumber,"
owns the company that his father, Arley, founded in 1950.
- What Duct Tape Can't Do • Kiplinger's Personal Finance•
May 2003
Earlier this year when the nation was at Threat Condition Orange, and
bottled water and duct tape were flying off the store shelves -- Kyle
Krull responded by volunteering to help newly called-up Army Reservists
put their affairs in order. The lawyer and financial planner in Overland
Park, Kan., spent a weekend drawing up wills and durable powers of
attorney so that family members left behind could handle everything from
filing income tax returns to selling a car or refinancing a house while
their loved ones were overseas.
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Kyle and Jennifer presented the results from our Practice Strategies
Survey at the Southern California Tax and Estate Planning Forum in San
Diego to kick-off Friday morning's general sessions. The Forum attracts
approximately 500 attorneys from across the southwest United States.
Following the presentation, Robert Fleming (author of the Elder Law
Answer Book) conducted an electronic survey of the group, with many of
their answers confirming those we obtained from our online survey.
Particularly interesting was feedback received from those in the
audience after the presentation. Most agreed that the key to success in
these changing times is to have a well-researched, comprehensive
marketing strategy. Several said that their practices are thriving, and
attributed their success to marketing plans with laser-focus.
If your group or association would like to host an event of this
type, inquiries can be made by email by calling James toll-free at
1-877-352-2021.
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Estate Planning Attorneys Boost Revenues by Marketing to Mid-Tier
Clients
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