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Article-96069

December 19, 2018 |

Questions to Ask Your Estate Planning Attorney

In a sit-down conversation with an estate planning lawyer, you will want to have a sense of confidence and comfort in this person who will ...

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Article-96066

December 18, 2018 |

Don’t Leave Your Loved Ones Grappling with Lack of Information

Untangling all of the aspects of your estate can be daunting for you but it can be even worse for your loved ones. You may ...

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Article-96063

December 17, 2018 |

Will the State Take Your Belongings If You Don’t Have an Estate Plan?

Unfortunately, plenty of people have not carried out the process of putting together an estate plan, assuming that they don’t need one or following some ...

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Article-96059

December 12, 2018 |

Use Tax Planning to Reduce What You Owe

As we approach the end of the year, it’s a good opportunity to engage in the process of tax planning by speaking with your accountant ...

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Article-96056

December 11, 2018 |

Yes, Your 18-Year-Old Needs Estate Planning

As a parent, it can be hard enough to look ahead to the future and consider that your child could be moving out of the ...

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Article-96052

December 10, 2018 |

IRS Announces New Gift Tax for 2019 Estate Tax Limits

The IRS recently announced their 2019 details about gift tax and estate tax limits. The official limits for 2019 increased the individual estate and gift ...

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Article-96048

December 5, 2018 |

What is the Role of a Will Executor in NJ?

Are you trying to decide who to appoint as your will executor in New Jersey? This important decision could have ripple effects for your entire ...

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Article-96045

December 4, 2018 |

What Is Bunching of Charitable Contributions?

Since the new tax laws in place doubled the standard deduction to $12,000 for single tax payers and $24,000 for those married filing jointly, this ...

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Article-96042

December 3, 2018 |

Do Beneficiary Designations Really Matter After Your Second Marriage?

Your estate planning documents certainly need to be updated after you get married for a second or third time, but have you overlooked this common ...

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Article-96039

November 29, 2018 |

What Is an I Love You Will?

Since the federal estate tax exemption is at an historically high level of over $11 million, this leads to many questions brought by a client ...

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Recent Posts

The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy

Explore the unique financial challenges women face after age 65 and how coordinated tax, wealth, and estate planning can help support long-term security and legacy ...

<p>The post The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Asset Allocation vs. Asset Location: What High-Net-Worth Families Need to Know

Learn the key differences between asset allocation and asset location and how each can play a role in building a more tax-aware, efficient investment strategy. ...

<p>The post Asset Allocation vs. Asset Location: What High-Net-Worth Families Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate

Learn how Qualified Personal Residence Trusts (QPRTs) can help transfer home appreciation to heirs and potentially reduce estate taxes as part of a broader wealth ...

<p>The post Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>