August 15, 2017 |
Five Things You Can Accomplish with Estate Planning for Your Children
Your children are probably some of the most important people in your life. Parents spend a lot of time worrying about and thinking about ...
Learn MoreFive Things You Can Accomplish with Estate Planning for Your Children
Your children are probably some of the most important people in your life. Parents spend a lot of time worrying about and thinking about their children’s future. 
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Blog
August 14, 2017 |
DIY Dangers
You know you need to set up a will and perhaps a trust, too. A Google search reveals a broad range of websites that promise ...
Learn MoreAugust 10, 2017 |
What You Need to Know About Medicaid And Estate Recovery in New Jersey
Knowing your rights as it relates to Medicaid can be extremely important if you intend to qualify for this government program. Federal Medicaid regulations mandate ...
Learn MoreAugust 9, 2017 |
The Dangers of Planning for Your Estate After a Crisis Hits
Estate planning is always important, but most people are uncomfortable looking towards a future and considering the possibility of incapacity or death. Waiting too long ...
Learn MoreAugust 8, 2017 |
Five Things You Need to Know About Inherited Retirement Accounts
Almost everyone has some type of retirement account, whether it’s a pension, IRA, or 401(k). So, it’s important to plan ahead for your estate purposes. ...
Learn MoreAugust 7, 2017 |
The Great Debate Over Medicaid
Many people hope that they will never be disabled or poor, however, the biggest myth that many people are countering today that they will be ...
Learn MoreAugust 3, 2017 |
Should You Use a Fiduciary for A Trustee?
A fiduciary is someone with a moral as well as a legal obligation to put their client’s interests first. Not every adviser would consider ...
Learn MoreAugust 2, 2017 |
Thinking About Using Your IRA to Pay for A College Student’s Tuition? Make Sure You Evaluate Your Options First
Approaching the overwhelming cost of college is a challenge that many parents are thinking about this summer as they are preparing to send off their ...
Learn MoreAugust 1, 2017 |
Does It Make Sense to Move College Savings Out of A UTMA Account and Into A 529 Plan?
Many people who have been saving for their children’s college education over the past couple of decades since the children were born will have ...
Learn MoreJuly 31, 2017 |
The Benefits of a Revocable Living Trust
Many estate planning tools provide numerous benefits for a broad range of individuals. Believing that estate planning is only for the wealthy or only for ...
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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>
