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Article-4495

September 5, 2016 |

If I Don’t Take Any Steps for Asset Protection Planning, Are All of My Assets Exposed to Creditors?

Most people who have never engaged in the process of asset protection planning before may wait until it is too late to take appropriate action. ...

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Article-4492

September 1, 2016 |

Don’t Forget Healthcare Paperwork in Estate Planning

When you think of estate planning, there’s a good chance that a will or a trust comes to find. While crucial components of your plan, ...

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Article-4483

August 31, 2016 |

Is Your Revocable Trust Actually Protecting Your Assets?

Everyone should be concerned with protecting assets even if you do not believe that you currently have an estate big enough to warrant protection. Of ...

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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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Recent Posts

The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them

A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...

<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Are You Paying Taxes Today That You Could Be Planning Around?

Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...

<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors

As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...

<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>