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Article-4485

August 30, 2016 |

Tips for Handling Personal Property in Your Will

One of the primary reasons that most individuals consider putting together a will is because they have personal property they would like to bequeath to ...

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Article-4480

August 29, 2016 |

Business Succession Planning Can Support Your Employees, Too

There are many different reasons to approach the subject of business succession planning. It gives you greater peace of mind and clarity about the future ...

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Article-4477

August 25, 2016 |

Even Individuals in New Jersey Who Don’t Feel Wealthy Can Be Impacted by the Estate Tax

Many families believe they don’t have to worry about estate taxes because they don’t believe they owe that much. Unfortunately, individuals may not realize that ...

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Article-4474

August 24, 2016 |

Tips for Using GRATs Prior to the Effective Date for 2704 Proposed Regulations

In early August the Treasury Department issued proposed regulations that eliminate or restrict valuation discounts on family owned business under Internal Revenue Code Section 2704. ...

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Article-4469

August 23, 2016 |

IRS Expected to Receive Backlash Regarding New Estate Tax Rules

The IRS may face challenges as they work to finalize newly proposed regulations about curbing particular gift tax and estate planning tactics according to practitioners ...

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Article-4466

August 22, 2016 |

What to Keep in Mind When Doing Your Estate Planning for a Second Marriage

Along with the surge in gray divorce or increasing numbers of individuals above age 50 and 65 who are getting divorced, it’s important to think ...

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Article-4463

August 18, 2016 |

SBA Loans and Your Trusts

When the Small Business Administration lending partners come across an applicant who has ownership interests or assets inside a trust, the first question made by ...

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Article-4460

August 17, 2016 |

The First Thing You Need to Do After Your Divorce Is Final

While no one plans ahead for a divorce when they get married, if your marriage does come to an end there are certain steps you ...

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Article-4457

August 16, 2016 |

IRS Takes Aim at Estate Tax and Gift Tax Discounts on Entities

At the beginning of August, the Treasury Department issued proposed regulations under section 2704(b) of the Internal Revenue Code and a hearing has been scheduled ...

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Article-4454

August 15, 2016 |

Many Americans Still Without Wills

Any number of news stories about celebrity estates highlight just how much confusion can be generated when you skip estate planning. The woes of skipping ...

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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>

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<p>The post 2026 Tax Deadline Guide: Key Dates Every Individual and Business Owner Should Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>