August 15, 2017 |
Five Things You Can Accomplish with Estate Planning for Your Children
Your children are probably some of the most important people in your life. Parents spend a lot of time worrying about and thinking about ...
Learn MoreFive Things You Can Accomplish with Estate Planning for Your Children
Your children are probably some of the most important people in your life. Parents spend a lot of time worrying about and thinking about their children’s future. 
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Blogs for August 2017
August 14, 2017 |
DIY Dangers
You know you need to set up a will and perhaps a trust, too. A Google search reveals a broad range of websites that promise ...
Learn MoreAugust 10, 2017 |
What You Need to Know About Medicaid And Estate Recovery in New Jersey
Knowing your rights as it relates to Medicaid can be extremely important if you intend to qualify for this government program. Federal Medicaid regulations mandate ...
Learn MoreAugust 9, 2017 |
The Dangers of Planning for Your Estate After a Crisis Hits
Estate planning is always important, but most people are uncomfortable looking towards a future and considering the possibility of incapacity or death. Waiting too long ...
Learn MoreAugust 8, 2017 |
Five Things You Need to Know About Inherited Retirement Accounts
Almost everyone has some type of retirement account, whether it’s a pension, IRA, or 401(k). So, it’s important to plan ahead for your estate purposes. ...
Learn MoreAugust 7, 2017 |
The Great Debate Over Medicaid
Many people hope that they will never be disabled or poor, however, the biggest myth that many people are countering today that they will be ...
Learn MoreAugust 3, 2017 |
Should You Use a Fiduciary for A Trustee?
A fiduciary is someone with a moral as well as a legal obligation to put their client’s interests first. Not every adviser would consider ...
Learn MoreAugust 2, 2017 |
Thinking About Using Your IRA to Pay for A College Student’s Tuition? Make Sure You Evaluate Your Options First
Approaching the overwhelming cost of college is a challenge that many parents are thinking about this summer as they are preparing to send off their ...
Learn MoreAugust 1, 2017 |
Does It Make Sense to Move College Savings Out of A UTMA Account and Into A 529 Plan?
Many people who have been saving for their children’s college education over the past couple of decades since the children were born will have ...
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Recent Posts
The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them
A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...
<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Are You Paying Taxes Today That You Could Be Planning Around?
Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...
<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors
As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...
<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
