Article-100667

July 30, 2021 |

Have Your Heirs Changed? Time to Update Those Beneficiary Designations

It’s well worth it to look at your financial accounts if it’s been years since you have done so. Up to date beneficiary designations are ...

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Article-100517

July 28, 2021 |

How to Include Amendment Language in Your Living Trust

By its very nature, the structure of a living trust is revocable, meaning that you can make changes to it or terminate the trust entirely ...

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Article-100439

July 27, 2021 |

Is Now a Good Time to Sell Your Business?

There’s a lot that goes into deciding it’s time for your next chapter when you own a business. You want to know what’s going to ...

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Article-100140

July 23, 2021 |

Are Concerns About Inflation Inflated?

KEY TAKEAWAYS *Recent Dimensional research suggests that simply staying invested helps outpace inflation over the long term for a wide range of asset classes. *The ...

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Article-99991

July 21, 2021 |

Putting Together an Estate Plan for Beneficiaries Who Suffer from Addictions

The addiction epidemic has touched many families throughout the country and it is certainly worth considering if you have loved ones that you wish to ...

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Article-99915

July 20, 2021 |

New Study Shows What Is Most Likely to Impact a Positive Retirement

A new study has found that contributing to society and having a purpose are key to enjoying life in retirement. This study completed by Age ...

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Article-99843

July 19, 2021 |

If I Don’t Want to Serve as an Executor, Do I Have to Take the Role?

Some family members are surprised when they learn that they have been named as a loved one’s executor. An executor has the responsibility of carrying ...

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Article-99209

July 14, 2021 |

What Is a Directed Trust?

When thinking about your family wealth management there are many different options available to you. Consulting with an experienced asset protection planning attorney can help ...

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Article-99203

July 13, 2021 |

Does a New Jersey Power of Attorney Agent Get Paid?

The principal creator of the power of attorney document sets the terms for the relationship. If the document has not been drafted, the principal is ...

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Article-99200

July 12, 2021 |

What Is Proving a Will?

There are many different terms you may hear in connection with the estate planning process and one of these is proving a will. This means ...

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Recent Posts

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>

Estate Planning Isn’t Just About Who Gets Your Money

Estate planning goes beyond distributing assets. Learn how healthcare directives, powers of attorney, guardianship, trusts, beneficiary designations, incapacity planning, and family communication can help create a more complete ...

<p>The post Estate Planning Isn’t Just About Who Gets Your Money first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

How Much Cash Should a High-Net-Worth Family Actually Keep?

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<p>The post How Much Cash Should a High-Net-Worth Family Actually Keep? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>