10.30.2024
Strategic Charitable Giving: Aligning Donations with Your Core Values
Charitable giving is a great way to make a difference in the world and support causes you care about. But how can you make sure …
Blog
10.28.2024
Understanding Tax Brackets for 2025: A Guide for Smart Financial Planning
As we approach 2025, it’s crucial to be aware of the upcoming changes in tax brackets. Every year, the IRS adjusts tax brackets to account …
10.23.2024
8 Essential Strategies to Pay for Long-Term Care
Planning for long-term care (LTC) is often a challenging topic. Many shy away from thinking about the possibility of needing help with everyday activities like …
10.21.2024
Understanding the Role of Trustees: Responsibilities and Opportunities
Trusts are a cornerstone of estate planning, but their success hinges on the effective management of trustees. Unfortunately, many trustees enter the role with little …
10.16.2024
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits. Making the right decision for you can …
10.09.2024
Global vs. International: What’s the Difference?
With international stock markets comprising about 40 percent of the world’s capitalization as of 2023, a broad range of investment opportunities exist outside the borders …
10.07.2024
Women and Financial Strategies
Nearly 60% of women take the lead in managing their household finances, yet only 19% of women feel very confident in their ability to fully …
10.02.2024
Business Owner Obligations in 2024: Navigating the Corporate Transparency Act
You may heard recently about “The Corporate Transparency Act” or “CTA”. We are reaching out to let you know that as a business owner you have the …
09.30.2024
Understanding Guardianship for Older Adults
Guardianship is becoming a significant issue for baby boomers caring for aging parents. Traditionally, it was a contentious process that stripped elderly individuals of most …
09.25.2024
6 Documents You Need to Preserve Family Legacy
Leaving a lasting legacy for your family requires smart planning now. Intergenerational wealth transfers can create havoc within the family if not handled correctly. We …
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Recent Posts
Common Pitfalls After Unexpected Wealth—and How to Avoid Them
Discover the most frequent mistakes windfall recipients make—overspending, poor tax planning, emotional missteps—and learn how high‑net‑worth individuals can avoid them. A large, unexpected sum of money can feel like unlimited possibility. ...
<p>The post Common Pitfalls After Unexpected Wealth—and How to Avoid Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It
Learn how the new SALT deduction cap in the One Big Beautiful Bill may create a tax torpedo for high-income earners—and what strategic planning can help you avoid it. How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It The recently proposed One Big Beautiful Bill (OBBBA) introduces sweeping tax changes—none more significant ...
<p>The post How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
New York & New Jersey Retirement Plan Mandates: What Business Owners Need to Know in 2025
Why This Matters Now If you own a small to mid-size business in New York or New Jersey, there’s an important compliance issue you can’t afford ...
<p>The post New York & New Jersey Retirement Plan Mandates: What Business Owners Need to Know in 2025 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
