Article-938

August 28, 2013 |

“Safe at Home: New Programs Aim at Helping Senior Citizens to ‘Age in Place’”

The vast majority of senior citizens aspire to “age in place,” or remain in their home for as long as possible. This desire can often ...

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Article-951

August 27, 2013 |

“It’s For Your Own Good! – Protecting Your IRA For & From Your Children”

One important asset that many people pass on to their beneficiaries is their Individual Retirement Account (“IRA”). For many people, it is important to protect ...

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Article-940

August 22, 2013 |

“Non-Tax Issues Within Estate Planning that Impact Everyone”

Estate planning is not solely about tax avoidance. A recent article discusses several other issues that render estate planning paramount, despite the value of your ...

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Article-933

August 21, 2013 |

Two Strategies for Medicaid Planning

Many individuals who require a nursing home stay at the end of their life deplete their assets in order to pay for the care. As ...

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Article-942

August 20, 2013 |

Can’t Touch This: Asset Protection is Important for Everyone

Asset protection strategies are vital in protecting a person’s ability to retire comfortably. Without these strategies, a person’s assets could easily be put at risk ...

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Article-898

August 15, 2013 |

Are the Kids Alright? – Your Children Need an Independent Estate Plan

Middle-aged Americans are constantly reminded that they need to create estate plans in order to protect their family from the unexpected. As a recent article ...

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Article-895

August 14, 2013 |

Consider a Care Contract When Caring for Your Parents

Many adult children are living with and caring for their elderly parents. As a recent article explains, it would be beneficial for both parties to ...

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Article-892

August 13, 2013 |

How’s This for GRAT-itude? – Basics of the GRAT

As a recent article explains, a Grantor Retained Annuity Trust (“GRAT”) is a great estate-planning tool for high-net-worth individuals.  This type of irrevocable trust permits ...

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Article-882

August 8, 2013 |

Back to Some Basics: Estate Planning for a Family

The fact that estate planning is of paramount importance to every American is nothing new. Although it may be uncomfortable to consider your eventual death, ...

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Article-880

August 7, 2013 |

When You Lose Trust in the Trustee: How A Beneficiary Can Enforce A Trust

As a recent article explains, sometimes trustees do not do what they are supposed to. Sometimes trustees make mistakes in carrying out their duties while ...

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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>