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  • Home
  • Meet Marc
    • Meet Marc
    • Marquis Who’s Who – Marc Carlson
  • Firm Approach
    • Legacy Planning Process
    • Benefits of Working with Marc
  • Practice Areas
    • Estate Planning
    • Trusts
    • Wills
    • Probate
    • Disability Planning
    • Protection Planning for Minors
    • Legacy Planning Process
    • Joint Tenancy
    • Beneficiary Designations
    • Beneficiary Protection Plan
    • Business Succession Planning
  • Protect Your Family
    • Single Adults
    • Young Families
    • Retirees/Ready to Retire
  • Important Info
    • Client Forms
    • Wills vs. Trusts
    • Frequently Asked Questions
    • 10 Questions on Estate Planning
    • Agent Under a Financial Power Of Attorney
    • Blogs and Newsletters
  • Contact Marc
    • Contact Marc
    • Virtual Meeting With Marc
  • Happy Clients

The Financial Professional

Home / Blog /
 What You Can Get from Hiring a Disability Lawyer
0
By Marc Carlson
In Blog, The Financial Professional
Posted June 7, 2022

What You Can Get from Hiring a Disability Lawyer

Long-term disability (LTD) insurance protects your income if you become disabled and unable to work. A long-term disability plan can be obtained through your work or from an insurance company. [...]

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 4 Reasons Why You Need Succession Planning for Your Business
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By Marc Carlson
In Blog, The Financial Professional
Posted April 12, 2022

4 Reasons Why You Need Succession Planning for Your Business

What would you do if one of your company’s leaders died? You’re not alone if you don’t have a comprehensive response.  According to one research, nearly 60% of small-business [...]

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 How to Become a Multigenerational, Purpose-Driven Advisor
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By Marc Carlson
In The Financial Professional
Posted October 2, 2015

How to Become a Multigenerational, Purpose-Driven Advisor

Marc Carlson | October 2, 2015 Studies have shown that more than 90% of family wealth is lost by the end of the third generation. To help clients avoid this, advisors must become adept at [...]

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 Three Liability Planning Tips for Physicians
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By Marc Carlson
In The Financial Professional
Posted September 20, 2015

Three Liability Planning Tips for Physicians

Marc Carlson | September 20, 2015 The practice of medicine is a profession fraught with liability. It’s not just medical malpractice claims either – employment related issues (wrongful [...]

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 Three Estate Planning Mistakes Farmers and Ranchers Make and How to Avoid Them
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By Marc Carlson
In The Financial Professional
Posted September 14, 2015

Three Estate Planning Mistakes Farmers and Ranchers Make and How to Avoid Them

Marc Carlson | September 14, 2015 Farming or ranching is more than a means of livelihood – it is about preserving a legacy and unique way of life. Unfortunately, many farmers and ranchers don’t [...]

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 How to Help Clients Avoid a Disastrous Will or Trust Contest
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By Marc Carlson
In The Financial Professional
Posted September 2, 2015

How to Help Clients Avoid a Disastrous Will or Trust Contest

Marc Carlson | September 2, 2015 A will or trust contest can derail a client’s final wishes, rapidly deplete their estate, and tear their loved ones apart.  But it doesn’t have to end like this.  [...]

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 Planning for Advanced Asset Protection
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By Marc Carlson
In The Financial Professional
Posted July 27, 2015

Planning for Advanced Asset Protection

Marc Carlson | July 27, 2015 Asset protection is vitally important in our ever more litigious society, and more wealth planning teams are needed who understand the intricacies of this area and [...]

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 It’s Not Just Death and Taxes: You Need an Incapacity Plan That Works When It’s Needed
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By Marc Carlson
In The Financial Professional
Posted May 15, 2015

It’s Not Just Death and Taxes: You Need an Incapacity Plan That Works When It’s Needed

Marc Carlson | May 15, 2015 Estate planning is not only about having a plan in place to deal with what happens at your death, it is also about having a plan in place to deal with what happens if [...]

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 The Most Important Parts of Estate Planning Can’t Get Legislated Away
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By Marc Carlson
In The Financial Professional
Posted April 1, 2015

The Most Important Parts of Estate Planning Can’t Get Legislated Away

Marc Carlson | April 1, 2015 There is always a media swarm around the death of a celebrity, especially when they’re young, active in their careers, beloved, and tragic. The death of actor Philip [...]

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 Three Lessons Business Owners and Others Can Learn From the Estate Planning Mistakes of Farmers and Ranchers
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By Marc Carlson
In The Financial Professional
Posted April 1, 2015

Three Lessons Business Owners and Others Can Learn From the Estate Planning Mistakes of Farmers and Ranchers

Marc Carlson | April 1, 2015 Farming or ranching is more than a means of livelihood – it is about preserving a legacy and unique way of life.  Unfortunately, many farmers and ranchers don’t fully [...]

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Estate Planning Lawyers Colorado, LLC

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