January 17, 2018 |
Top Concerns for High Net Worth Clients in Light of New Tax Changes
Many people are taking the opportunity to look at their current estate plans and tax plans in light of new tax laws in the U.S. ...
Learn MoreTop Concerns for High Net Worth Clients in Light of New Tax Changes
Many people are taking the opportunity to look at their current estate plans and tax plans in light of new tax laws in the U.S. While everyone can benefit from a regular review of their estate planning tools, high net worth clients have the most to gain from setting up a time to talk about estate planning and asset protection planning.
There are a number of different tax implications for wealthy families currently facing the restructuring of their estate and tax plans. Trusts can provide valuable protection from divorcing spouses and creditors and also enhance the control of an individual over how a beneficiary inherits wealth. 
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Blog
January 16, 2018 |
The New Tax Laws and Property Taxes In New Jersey
Are you getting ready to file your tax returns in New Jersey? Many people who rushed to pay their 2018 property taxes before December 1st ...
Learn MoreJanuary 15, 2018 |
How Assets Are Distributed: What You Must Know
If you do not have an estate plan, the state will create one for you by intervening on your behalf. When you pass away, virtually ...
Learn MoreJanuary 11, 2018 |
The Top Four Retirement Risks
As you look ahead towards your own retirement, do you think you’ve done enough planning? In volatile times, it’s hard to tell what kind of ...
Learn MoreJanuary 10, 2018 |
Top Things Entrepreneurs Get Wrong in Running a Business
There are so many different risks to think about and potential growth opportunities affecting entrepreneurs that far too many of them fall prey to missing ...
Learn MoreJanuary 9, 2018 |
What Did Whitney Houston, Michael Jackson And Prince All Do Wrong?
The deaths of icons Whitney Houston, Michael Jackson and Prince rocked the world, but unfortunately, left their families burdened and broken-hearted with estate taxes ...
Learn MoreJanuary 8, 2018 |
Don’t Forget a Successor on Your 529 Plan
A 529 plan is one of the most common methods for people to plan ahead for their children with regard to education. 529 plans are ...
Learn MoreJanuary 4, 2018 |
Do Estate Planning Now If Nursing Home Could Be in Your Future
Planning ahead can make things easier for you and your loved ones, even if you are not currently affected by a disability or a medical ...
Learn MoreJanuary 3, 2018 |
Wealthy Individuals Must Not Forget Art Planning
Many wealthy individuals set aside time to sit down with an experienced estate planning attorney to talk about how their bonds, stocks, private equity and ...
Learn MoreJanuary 2, 2018 |
Business Succession Planning Faces Major Opportunities in Coming Years
Historically low interest rates have been a major catalyst for economic growth in the last several of years, but this has also led to a surge ...
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Recent Posts
The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy
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<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>
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<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>
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<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>
