Article-2678

July 11, 2014 | Asset Protection

Hoteliers & Moteliers: What Security Challenges Do Today’s Hotel Owners Face?

Hotel owners face a broad array of challenges when it comes to mitigating risks. Whether you’re a single motel or part of a chain, you ...

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Article-2675

July 10, 2014 | Business Law

Steps to a Viable Succession Plan For Your Family Business (Part 1)

Are you planning to keep the Family Business “in the family”? Did you know that family businesses now make up as much as 50 percent ...

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Article-2671

June 23, 2014 | What Can An Estate Planning Accomplish That I Can’t?

What Can An Estate Planning Accomplish That I Can’t?

In this world driven by do-it-yourself options, it might seem like you can handle just about anything. There are several things, though, that you definitely ...

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Article-2668

June 20, 2014 | Income Tax Planning

Mid-Year Tax Planning Tips

While not much has come out in the first half of 2014 with regard to tax legislation, there are still some important tax planning opportunities ...

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Article-2665

June 19, 2014 | Charitable Giving

Charitable Choices: Gifting Retirement Funds at Death

Are you thinking about making a gift to a charity on your death? It might be a better option to instead consider gifting your retirement ...

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Article-2662

June 18, 2014 |

If It’s Good Enough for the Clintons, It’s Good Enough For You

The Clintons recently made the news simply for taking advantage of Estate Planning and financial planning strategies that maximize wealth and limit the encroachment of ...

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Article-2659

June 17, 2014 | Is the New Jersey State Estate Tax Too Prohibitive?

Is the New Jersey State Estate Tax Too Prohibitive?

Most people recognize that it can be costly to live in New Jersey, but they don’t realize that it may also be expensive to die ...

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Article-2655

June 16, 2014 |

Avoiding Estate Planning Mistakes: Unfunded Living Trusts

When used properly, living trusts can be valuable tools for passing on assets. When planned for early on, you can really maximize what a beneficiary ...

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Article-2652

June 13, 2014 |

Is a Roth IRA the “Cadillac” of Assets to Leave for Heirs?

If you’re looking down the road to retirement, you may be wondering which of your accounts you should tap into first, and which you should ...

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Article-2649

June 12, 2014 |

3 Policies That Might Influence Your Plans to Retire

There’s a flurry of activity in D.C. lately that might have an influence on your retirement plans. The proposed Obama budget has some important considerations ...

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Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners

For many families, business owners, and high-net-worth individuals, one of the most valuable—but often misunderstood—tax concepts in estate planning is the step-up in basis. While discussions ...

<p>The post Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post New State Retirement Plan Requirements for Small Businesses in New Jersey and New York first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>