As the Retirement Age Gets Higher, Retirees Get Less Healthy
Currently, there are debates in the mix about raising the social security retirement age. However, researchers argue that this should factor in health trends for …
Currently, there are debates in the mix about raising the social security retirement age. However, researchers argue that this should factor in health trends for …
Unfortunately, elderly individuals are in the market for crucial government assistance programs such as social security and Medicare. Scammers recognize this and given the many …
Most people know in the back of their minds that it makes sense to save ahead of their retirement. However, a new study shows that …
Estate planning goes beyond just planning for taxes; you need to have specific goals for your estate plan, such as whether or not you want …
The majority of estate plans are drafted by attorneys and this is primarily done because many people are not aware of their rights and responsibilities …
If you are thinking ahead about how you can support your minor children, you need to consider more than just the money. Do you know …
It might seem like you’re still just beginning the fourth quarter but it is still a good opportunity to consider your 2017 tax return. …
Last week I was privileged to present at a National Symposium in Los Angeles as part of WealthCounsel & ElderCounsel, which is an elite network …
If you find yourself overwhelmed and with some anxiety after receiving a large inheritance, you’re not alone. This can be a stressful situation for …
The tax code reform framework on the table in DC does have some important ramifications for art related businesses and art collectors. The new …
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Discover how the Stay NJ program helps New Jersey homeowners 65+ with property tax relief — eligibility, benefits, timeline, and application tips for 2025. Property taxes in New Jersey have long been a burden, especially for older homeowners on fixed incomes. In response, the state recently passed ...
<p>The post Stay NJ: New Jersey’s Game Changer in Property Tax Relief for Seniors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Explore key differences between charitable trusts, donor-advised funds, and foundations. Learn how high-net-worth individuals can align giving with tax strategies and long-term legacy planning. How to Select the Right Charitable Structure for Your Legacy Goals For business owners, families post-liquidity ...
<p>The post Choosing the Right Charitable Vehicle: A Strategic Guide for Legacy-Minded Families & Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
From estate planning to values‑based giving, learn how to transform your windfall into wealth that endures across generations—and aligns with your deepest purpose. Windfalls are rare. Generational wealth is rarer still. For business owners, legacy‑minded families, or anyone who’s recently come into a substantial ...
<p>The post Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>