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Blog

Article-4568

October 12, 2016 |

Protect Your Digital Assets

You have probably spent a fair amount of time accumulating things in your life. A home, a vehicle, books, music, photos, family collections and heirlooms ...

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Article-4565

October 11, 2016 |

Estate Planning and Thoughtful Parenting

One of the most common reason for someone to set up a meeting with an estate planning attorney is due to the birth of a ...

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Article-4562

October 10, 2016 |

How Many Years Has it Been Since You Updated Your Estate Plan?

Was the last time you took a look at your estate plan when your kids were born? Perhaps when you got your first mortgage and ...

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Article-4558

October 6, 2016 |

How Divorce Affects Your Estate Planning

If you’ve previously used one estate planning attorney for both you and your spouse, it may be a new opportunity to shop around and identify ...

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Article-4554

October 5, 2016 |

3 Key Frequently Forgotten Estate Planning Benefits

There are three major benefits to getting your estate planning done in a timely manner that are not often talked about. Read on to learn ...

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Article-4551

October 4, 2016 |

Tips for Helping an Elderly Loved One with Fading Mental Competency Prepare Their Estate Planning

Both estate planners and financial advisors work with a broad range of clients. Elderly and aging clients, however, can present unique challenges in the event ...

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Article-4548

October 3, 2016 |

New Jersey State Estate Tax May Soon Disappear

According to a recent compromise with Chris Christie and New Jersey Governments, the New Jersey estate tax will likely soon be repealed by 2017. Many ...

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Article-4545

September 29, 2016 |

The Power of a Qualified Estate Planning Attorney

There’s a good chance you have some opinions one way or another about what you want to do with your estate planning, but this should ...

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Article-4542

September 28, 2016 |

Clinton and Trump Estate Tax Proposals

Hillary Clinton and Donald Trump unsurprisingly have completely different plans for the country’s estate tax. While Trump wants to kill the estate tax, Clinton hopes ...

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Article-4539

September 27, 2016 |

Think Beyond the Will for Optimal Estate Planning

When it comes to the process of financial or estate planning, the focus will usually be on preparing you for the future. There are certainly ...

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Recent Posts

Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account

Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...

<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End

Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...

<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

The Power of Gifting: A Smart Strategy for Estate, Tax, and Financial Planning

Discover how strategic gifting can help reduce future estate taxes, support loved ones, and create a lasting legacy as part of a comprehensive estate and financial planning strategy. When most people think about estate planning, they picture wills, trusts, and beneficiary designations. While those documents are essential, one often-overlooked strategy can provide ...

<p>The post The Power of Gifting: A Smart Strategy for Estate, Tax, and Financial Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>