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Article-4062

February 26, 2016 |

Tips for Finding the Right Estate Plan for You

Some research suggests that as many as 57% of Americans do not even have a will and nearly 70% of parents with children under the ...

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Article-4059

February 25, 2016 |

The Basics of Asset Protection

As the economy is slowly plugging along and appearing to improve, credit still remains tight. Even despite this, asset protection planning is still a big ...

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Article-4056

February 24, 2016 |

Key Tips for Choosing a Caregiver for an Elderly Loved One

More than 41 million Americans have a chronic health condition that minimizes their daily activities in some way and 12 million are unable to live ...

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Article-4053

February 23, 2016 |

Are You Falling For The Biggest Succession Planning Myth In Your Business?

Too many business owners across the country fall for the myth that there is plenty of time left for them to do their planning. Time ...

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Article-4050

February 22, 2016 |

Personal Finance Tips for Women

Although the majority of financial planning applies to everybody, there are some specific considerations that women should keep in mind. Read on to learn more ...

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Article-4047

February 19, 2016 |

President Proposes Eliminating Stretch IRA, Step Up In Basis at Death, and Backdoor Roth

Each February the president puts together a formal budget request for the federal government. The members of Congress then consider this budget request when putting ...

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Article-4044

February 18, 2016 |

What You Need to Know About Remarriage and Spousal Rights

The majority of people getting remarried have very little concept about the full legal impact of their new marriage. In fact, they might believe that ...

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Article-4040

February 17, 2016 |

What Is The Scariest Tax Form?

  Tax lawyers and accountants spend the majority of their time focusing on exposure and you should as well. This means sometimes watching the calendar ...

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Article-4037

February 16, 2016 |

Avoid These Critical Mistakes When You Are Dividing Your Retirement Assets During Divorce

From the perspective of wealth management, the most important aspect of dividing property in divorce is usually the treatment of your non-qualified and retirement assets. ...

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Article-4034

February 15, 2016 |

Estate Planning Tips to Avoid Probate

When you pass away your property and possessions may go through a process known in New Jersey as probate. This means that your assets are ...

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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>