April 17, 2016 |
What You Should Know About New Fiduciary Rules
In terms of your retirement accounts, a new possible change coming down the pike could mean that your broker can be classified as a fiduciary. ...
Learn MoreWhat You Should Know About New Fiduciary Rules
In terms of your retirement accounts, a new possible change coming down the pike could mean that your broker can be classified as a fiduciary. In the next few months, the Department of Labor will be putting together the final version of a new standard for fiduciaries. This represents what many consider to be the biggest changes to ERISA in the past four decades. 
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Blog
April 15, 2016 |
Tips for Identifying the Right Estate Plan for You
According to research, as many as 57% of Americans do not have a will and as many as 69% of parents with minor children do ...
Learn MoreApril 14, 2016 |
How Can Estate Planning Help You As Well As Your Business?
If you spent the last couple of decades of your life working to build your business from zero to a profitable venture, you might not ...
Learn MoreApril 13, 2016 |
Elder Law vs Estate Planning: What is the Difference?
When a new client first sets up a meeting with an elder law specialist or an estate planning attorney, the primary focus of their attention ...
Learn MoreApril 12, 2016 |
Asset Protection Planning Accomplishes Multiple Goals At Once
Most people are familiar with the basic idea that asset protection planning helps them accomplish the goal of shielding some or all of their assets ...
Learn MoreApril 11, 2016 |
What Is the Role of the Executor In My New Jersey Estate?
In general, the executor’s primary role is to collect assets linked to the deceased individual to pay the taxes owed by the estate and to ...
Learn MoreApril 8, 2016 |
Tips for Passing the Torch: Three Goals for Business Succession Planning
There are several different things that your company can do to make the process of business succession planning that much easier. Putting together your plan ...
Learn MoreApril 7, 2016 |
Is My Inherited IRA Protected From Creditors?
In a recent decision from the Supreme Court, IRAs are no longer classified as protected retirement funds which means that they could be subjected to ...
Learn MoreApril 6, 2016 |
Key Ways to Help an Elderly Loved One Avoid Loneliness
Unfortunately, many seniors who live alone or do not have the opportunity to leave their home on a regular basis may suffer from loneliness. With ...
Learn MoreApril 5, 2016 |
Best Practices for Passing on Assets to Special Needs Beneficiaries
The tax code on its own is quite confusing but it can become even more complicated when you’re thinking about leaving behind assets for a ...
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