At Integrated Wealth Mangement, we believe in empowering our clients to live life confidently. The following resources are provided as additional support and reference to gather information at the click of a button.
- 12 Simple Steps to an Estate Plan
- Tax Implications of Trusts
- Creating an Advanced Healthcare Directive
- Financial Power of Attorney: How It Works
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. *This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.