March 31, 2021 |
What Should I Ask My Elderly Family Member About End of Life Wishes?
Having a conversation around the topic of estate planning is often difficult for adult children. This is because it means coming to terms with your ...
Learn MoreWhat Should I Ask My Elderly Family Member About End of Life Wishes?
Having a conversation around the topic of estate planning is often difficult for adult children. This is because it means coming to terms with your parents’ own mortality and discussing issues on which you might not agree. 
Even though the subject might be uncomfortable to broach, it is good to have this conversation with your parents well before you need to take action on any of these specific wishes, otherwise your parents’ estate plan is incomplete without these clear directives. Although the form those directives will take depend on the state in which they live, they might include things like;
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Blogs for March 2021
March 30, 2021 |
What is NJ Asset Protection Planning?
What would happen if someone sues you? Do you have a plan? Or are you simply hoping this never happens to you? While this situation ...
Learn MoreMarch 29, 2021 |
What You Need to Know About Revoking a Power of Attorney
If you’re no longer happy with the person you’ve named as a power of attorney or the powers you gave them in that document, ...
Learn MoreMarch 26, 2021 |
When Should I Use a Corporate Trustee as My Successor Trustee?
A successor trustee is the individual or entity appointed to handle trust affairs should you become incapacitated or pass away. If you are not sure ...
Learn MoreMarch 25, 2021 |
What Are the Requirements for Signing a Will in New Jersey?
Many people have different conceptions about what is required to create a will. Mistakes made in the will creation or signing process can prove problematic ...
Learn MoreMarch 22, 2021 |
How Can I Change My New Jersey Will?
Have you had significant changes in your life circumstances that are making you rethink your existing estate planning documents? You are not alone. There are ...
Learn MoreMarch 19, 2021 |
How Will a House Deed Get Transferred Upon the Death of a Parent In NJ?
When a parent passes away, the children of the deceased as well as the executor of the estate may have certain challenges when attempting to ...
Learn MoreMarch 17, 2021 |
Biden Contemplating Significant Federal Tax Increase
Any change in presidential administration or big shifts in Congress could change current estate plan impacts, and that’s certainly true now. For business owners in ...
Learn MoreMarch 16, 2021 |
Three New Jersey Medicaid Mistakes Worth Avoiding
What seems like a minor mistake in the application process can turn out to be a big issue down the road. Partnering with a New ...
Learn MoreMarch 15, 2021 |
Why You Need a New Jersey Medicaid Plan
Plenty of NJ residents do not anticipate needing Medicaid or understanding its required aspects until it is too late. As long term care costs have ...
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<p>The post Irrevocable Life Insurance Trusts: A Strategic Tool for Legacy and Estate Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post The Hidden Cost of a Disjointed Financial Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Tax Traps to Avoid in Your 30s, 40s, and 50s first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
