Article-1227

October 10, 2013 |

Minding Mom & Pop’s Shop: Five Steps to the Succession of Your Family Business

Succession planning for a family business is often no easy task. Recently, an article in Forbes outlined the five necessary steps for a viable succession ...

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Article-1216

October 9, 2013 |

What Goes in the Bucket? (i.e. What Can I Use to Fund My Trust?)

Aside from an individual’s Last Will and Testament, a trust is probably the most popular estate planning tool. Trusts, which come in various forms, are ...

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Article-1220

October 8, 2013 |

Safeguard Your Wealth for Retirement

It is never too early to start planning for a long and comfortable retirement. A major part of retirement planning is safeguarding assets from the ...

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Article-1194

October 3, 2013 |

Planning With a Baby on Board

The birth or adoption of a new child is a frenzied and joyous time in the parents’ lives. Understandably, estate planning is often the last ...

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Article-1171

October 2, 2013 |

ALERT: New Rules for Reverse Mortgages

As the costs of long-term care continue to rise, more and more elderly Americans are turning to reverse mortgages in order to fund these costs. ...

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Article-1168

October 1, 2013 |

Wait, I Did What?!?! Are You Second-Guessing Your ILIT?

Many Americans let out a sigh of relief when the American Taxpayer Relief Act of 2012 was finally signed into law. The signing of the ...

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Article-1165

September 26, 2013 |

Plan to Avoid Inheritance Tax

Although taxes may be one of the items furthest from an individual’s mind when a close friend or family member passes away, a large amount ...

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Article-1158

September 25, 2013 |

The Phases of Retirement

Too many individuals find themselves altogether unprepared for retirement. The difficulties that this unpreparedness creates are compounded by the fact that, with longer life expectancies, ...

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Article-1156

September 24, 2013 |

Considerations for Charitable Giving

The United States is home to thousands of charitable organizations that benefit everything from diabetes research to stray cats. These charities provide unlimited opportunities for ...

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Article-1152

September 19, 2013 |

Double Your Estate Tax Exemption

When a person dies, not all of his or her estate will be subject to federal estate taxes. A base amount of his or her ...

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<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>