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Article-4679

December 8, 2016 |

Reasons You Need a Medical Power of Attorney

A medical power of attorney may also be referred to as a healthcare surrogate or a healthcare proxy, but this critical document allows you to ...

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Article-4676

December 7, 2016 |

How You Can Avoid Your Family Being the 50% of Americans Who Do Not Have a Will

Many people express discomfort when it comes to talking about their own mortality or putting together an estate plan. Many more individuals simply believe that ...

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Article-4673

December 6, 2016 |

Long-Term Care Planning and the Great Wealth Transfer

Research shows that as more baby boomers entire retirement and pass away in the coming decades, $30 trillion in assets will be passed on to ...

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Article-4670

December 5, 2016 |

Blended Family Estate Planning

Everyone can benefit from some type of estate planning, but this process becomes all the more important in the event that you’re blending families. The ...

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Article-4664

December 1, 2016 |

Bear in Mind That Asset Protection Planning Does Not Wholly Replace Insurance

  Asset protection planning is an important process that allows you to take all of your chips off the table while you are still in ...

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Article-4661

November 30, 2016 |

Why Late Planning Usually Backfires for The Purposes of Asset Protection

Thinking about asset protection planning after a claim has already arisen is certainly an all too common experience. In fact, it can actually make matters ...

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Article-4658

November 29, 2016 |

Tips for Protecting Your Parents Assets from Taxes

It can be overwhelming and frustrating to deal with the grief process while also figuring out how to handle your parents’ estate. Thankfully there are ...

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Article-4655

November 28, 2016 |

Getting Remarried? It’s Time to Update Your Estate Plan

Although there are many different things on your mind as you approach your big day and updating your estate plan may not be one of ...

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Article-4648

November 23, 2016 |

January 1 Marks Phase-Out Beginning for Estate Tax in NJ

The New Jersey estate tax came under fire politically in this past year leading to an agreement to get rid of it entirely. Many people ...

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Article-4645

November 22, 2016 |

The Dangers of an Unnecessary Complicated Estate Plan

It’s the holiday season, and that means that everyone is out and about grabbing gifts, food for their favorite recipes, and preparing for some time ...

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Recent Posts

Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You

Many people look forward to a tax refund, but is it actually a good financial outcome? Learn what a tax refund means and how to think about withholding and tax planning. Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You Each spring, millions of Americans eagerly await their tax refund. For many households, ...

<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Five Key Considerations for Aging in Place Safely and Successfully

Aging in place requires more than staying home. Explore five essential areas families should plan for—from safety modifications to care support and financial planning. Aging in place is often associated with independence and familiarity. Yet remaining in the home long-term requires ...

<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options

Choosing between a lump sum payout and a lifetime pension can be one of the most important retirement decisions. Learn the key factors to evaluate ...

<p>The post Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>