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Blog

01.28.2015
Top Beneficiary Mistakes: Part Two

The bad news is that there are enough beneficiary mistakes to warrant two blog posts. The good news is that all of these are preventable …

01.27.2015
Top Beneficiary Mistakes: Part One

Too often, the process of naming a beneficiary gets overlooked as the “easy part” of estate planning, but this also means that many mistakes can …

01.19.2015
Major Changes Ahead in Wealth Transfer

Over the next several decades, trillions of dollars will be passed on to younger family members, representing what is considered the largest transfer of wealth …

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Recent Posts

Common Pitfalls After Unexpected Wealth—and How to Avoid Them

Discover the most frequent mistakes windfall recipients make—overspending, poor tax planning, emotional missteps—and learn how high‑net‑worth individuals can avoid them. A large, unexpected sum of money can feel like unlimited possibility. ...

<p>The post Common Pitfalls After Unexpected Wealth—and How to Avoid Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post New York & New Jersey Retirement Plan Mandates: What Business Owners Need to Know in 2025 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>