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PlanningCore provides wealth advisory, financial planning, estate planning and risk management solutions to affluent clients in Arizona.

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Altshuler Law Group PLLC

Robert Altshuler

22620 No●●●●●●●●h Street

Ph●●ix , AZ, 85054

United States

0.48●●●●4762
al●●●●●●●●@gmail.com

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Altshuler Law Group PLLC

Robert Altshuler

22620 No●●●●●●●●h Street

Ph●●ix , AZ, 85054

United States

0.48●●●●4762
al●●●●●●●●@gmail.com

View this contact

Altshuler Law Group PLLC

Robert Altshuler

22620 No●●●●●●●●h Street

Ph●●ix , AZ, 85054

United States

0.48●●●●4762
al●●●●●●●●@gmail.com

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PlanningCore Home - PlanningCore Wealth Advisors | planningcore.com Reviews
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PlanningCore provides wealth advisory, financial planning, estate planning and risk management solutions to affluent clients in Arizona.
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PlanningCore Home - PlanningCore Wealth Advisors | planningcore.com Reviews

https://planningcore.com

PlanningCore provides wealth advisory, financial planning, estate planning and risk management solutions to affluent clients in Arizona.

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PlanningCore Services - PlanningCore Wealth Advisors

https://www.planningcore.com/what-we-do

Investment Advisory & Financial Planning. Who We Work With. Case Study: Life Events. Case Study: Emerging Wealth. Comprehensive wealth management fully integrated into your life to ensure a sound plan for today, and a secure tomorrow. First, we listen. Only one measure counts: are we helping you meet your goals? From solid investment principles: a unique plan. Only one measure counts: are we helping you meet your goals? Learn More About PlanningCore Wealth Advisors Services.

2

PlanningCore FAQs - PlanningCore

https://www.planningcore.com/faqs

Investment Advisory & Financial Planning. Who We Work With. Case Study: Life Events. Case Study: Emerging Wealth. Why should I work with PlanningCore Wealth Advisors? Who makes investment decisions and how is my portfolio managed? PlanningCore Wealth Advisors determines the appropriate investment portfolio for all clients utilizing sophisticated risk tolerance tools and robust financial planning solutions taking in account all facets of the client’s goals and resources. What is the process to get started?

3

PlanningCore Client Profiles - PlanningCore

https://www.planningcore.com/client-profiles

Investment Advisory & Financial Planning. Who We Work With. Case Study: Life Events. Case Study: Emerging Wealth. You are motivated, driven and passionate about the business you’ve grown. You built a life amassing wealth along the journey and then something unexpected happens. Your generation has different priorities, unique perspectives and collectively over $3.5 trillion in investable assets. Investment Advisory and Financial Planning. Download our latest White Paper.

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PlanningCore About Us - PlanningCore

https://www.planningcore.com/philosophy

Investment Advisory & Financial Planning. Who We Work With. Case Study: Life Events. Case Study: Emerging Wealth. PlanningCore is a registered investment advisory firm driven to perform at the highest level. We create individualized investment strategies to help our clients navigate unpredictable risks, cruise through life’s straightaways and hug the blind curves with precision. Highly Effective and Customized. Investment Management and Financial Planning. Estate and trust planning. Rather than addressin...

5

PlanningCore History - PlanningCore Wealth Advisors

https://www.planningcore.com/philosophy/history

Investment Advisory & Financial Planning. Who We Work With. Case Study: Life Events. Case Study: Emerging Wealth. PlanningCore Wealth Advisors brings clients a long history in multidisciplinary approaches to wealth management, investment planning, estate planning and more. A Wealth of Experience from the Partners. PlanningCore Wealth Advisors brings clients a long history in multidisciplinary approaches to wealth management, investment planning, estate planning and more. Robert Altshuler, Partner and...

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PlanningCore About Our Firm - PlanningCore Legal

http://www.planningcorelegal.com/firm

Will & Trusts. Financial Powers of Attorney. Charitable Trusts & Private Foundations. When Robert Altshuler set out to create the PlanningCore Legal, he envisioned a law firm that focused on the needs of each of his clients in the community no matter their wealth strategy. The Planning Core Legal Difference. Our client-centric environment is focused on taking as much time as needed to fully educate clients and give them peace of mind that their financial futures are in good hands. We strive to provid...

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PlanningCore Will & Trusts » PlanningCore

http://www.planningcorelegal.com/will-trusts

Will & Trusts. Financial Powers of Attorney. Charitable Trusts & Private Foundations. Will & Trusts. Will & Trusts. Wills & Trusts. What is a revocable living trust? Revocable living trusts are able to be revoked or terminated by the grantor (the person who set up and funded the trust). A trust is classified as living when it is set up during the grantor’s lifetime. Wills vs. Trusts. Of the differences between the two, the most significant is that a will only goes into effect when you die. A trust, o...

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PlanningCore Irrevocable Trusts Legal Services - PlanningCore Legal

http://www.planningcorelegal.com/irrevocable-trusts

Will & Trusts. Financial Powers of Attorney. Charitable Trusts & Private Foundations. An irrevocable trust is a trust created by an individual that cannot be revoked, altered, or amended. Each individual is allowed to give $13,000 each year to whomever they choose without incurring a gift tax, as long as it is a present interest gift. A present interest gift is a gift of property where the recipient has the power to immediately receive the money. How it works: You give $13,000 to an irrevocable trust, wh...

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PlanningCore Health Care Documents » PlanningCore

http://www.planningcorelegal.com/health-care-documents

Will & Trusts. Financial Powers of Attorney. Charitable Trusts & Private Foundations. Approximately 75% of Americans die in a hospital or other health care facility. In many of these cases, the physician is charged with preserving the patient’s life by whatever means possible. This may or may not be consistent with your personal wishes and belief system. Health care documents allow you to exercise control over your health care options. What happens if you don’t have any health care documents? It is impor...

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PlanningCore Charitable Trusts & Private Foundations - PlanningCore Legal

http://www.planningcorelegal.com/charitable-trusts-private-foundations

Will & Trusts. Financial Powers of Attorney. Charitable Trusts & Private Foundations. Charitable Trusts & Private Foundations. Charitable Trusts & Private Foundations. Charitable Trusts and Private Foundations. There are two main categories of charitable trusts, charitable remainder trusts ( CRT ) and charitable lead trusts ( CLT ). What are the advantages of a charitable trust? 8230; Capital Gains Avoidance: The trustee of the charitable remainder trust can then sell the assets the donor gave to the tru...

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PlanningCore Financial Powers of Attorney Arizona - PlanningCore Legal

http://www.planningcorelegal.com/financial-powers-of-attorney

Will & Trusts. Financial Powers of Attorney. Charitable Trusts & Private Foundations. Financial Powers of Attorney. Financial Powers of Attorney. Financial Powers of Attorney. Durable Power of Attorney for Finances. Many people give their financial agent broad power over their finances. However, you can give your agent as much or as little power as you wish. For example, some people limit the ability of their financial agent to give money and property to themselves or others. If you do not have a durable...

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PlanningCore Getting Started - PlanningCore Legal

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Will & Trusts. Financial Powers of Attorney. Charitable Trusts & Private Foundations. Learn if PlanningCore Legal is a Good Fit for You. We help you get a holistic view of your legal life and ultimately, on how best to protect yourself, your family and your assets in a more efficient way. How Does it Work? We find smart ways for you to:. Create your first estate plan or review existing plans in connection with a change in family circumstance such as birth of a child, change of residence or tax law changes.

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PlanningCore Probate Avoidance » PlanningCore

http://www.planningcorelegal.com/probate-avoidance

Will & Trusts. Financial Powers of Attorney. Charitable Trusts & Private Foundations. What is the point of probate? One of the main points of all this is to give your creditors time to seek payment of the money you owe them and give your Executor time to collect money owed to you. Probate also establishes title to real estate. To whom does this apply? Isn’t the whole point of a will to avoid probate? No A will does not avoid probate. What are the disadvantages of probate? Court costs: The probate court i...

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Home - Planning Context Website

Send us an email. Find us on the map. Planning Context is a boutique consulting service that has a focus on research, policy and governance. Under the leadership of Charles Johnson, Planning Context provides high quality planning services that are tailored to the client’s unique requirements. Charles provides over 30 years of senior experience in State and local government and in the research and consultation that informs policy preparation. Katrina has held senior positions in State Governme...City of C...

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PlanningCore Home - PlanningCore Wealth Advisors

Investment Advisory & Financial Planning. Who We Work With. Case Study: Life Events. Case Study: Emerging Wealth. EVERY CLIENT'S JOURNEY IS DIFFERENT. Our mission is always the same:. To know and understand the destination. Who We Work With. EVERY CLIENT'S JOURNEY IS DIFFERENT. Our mission is always the same:. To know and understand the destination. Who We Work With. Every client’s journey is different. Our mission is always the same,. To know and understand the destination. PlanningCore Wealth Advisors ...

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PlanningCore PlanningCore Legal Services - Arizona

Will & Trusts. Financial Powers of Attorney. Charitable Trusts & Private Foundations. PlanningCore Legal can secure your wealth and legacy for future generations by determining the best use of these legal instruments. Health care and financial powers of attorney to protect you and your loved ones if you become unable to manage your affairs. Let us design smart gifting strategies including setting up charitable foundations and trusts designed to protect you and your passions. We review your plan annually&...

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PlanningCorps – Home Design Reference

The Advantages Of LED Light Fixtures. With all of the media attention given to environmental issues these days, it is widely known that the electricity that we use every day is contributing toward harmful greenhouse gas emissions in the atmosphere. If you believe in global warming, then you realize this is one of the issues that …. Good Dining Room Paint Color Suggestions. Living Room Layout Suggestions For Your House. Easy Living Room Makeover Ideas. A living room makeover project can totally change the...

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Planning Council for Health and Human Services

Planning Council for Health and Human Services. Thursday, January 6, 2011. Warmline Project Report Posted. Warmline Inc. Services: Valuable On-the-Phone Peer Support for People with Mental Illnesses. Interested in finding out more about this innovative service? Our recently released report is available for you. Planning Council for Health and Human Services. Links to this post. Partnership with the Southeast WI Affiliate of Susan G. Komen for the Cure. Have You Had Your Mammogram? To find out more about ...