Can I Protect My Business Against Divorce?
Many business owners have put in a lot of hours and lost a lot of blood, sweat and tears in the process of building their …
Many business owners have put in a lot of hours and lost a lot of blood, sweat and tears in the process of building their …
When it comes to retirement accounts, it may feel like you have more questions than answers, even if you have had your retirement account for a …
The weather certainly full of numerous stories about the ill planning or mistakes made by celebrities when it comes to their states. But there’s another …
Having a health directive can serve an important in your life. Failing to have a health directive structured in advance can generate unanswered medical questions …
Whether you are new to the realm of estate planning or whether your will has been in place for many years, it’s worth a review …
When putting together your estate plan, it’s helpful to know how a will or trust can be contested after you pass away. A trust …
Many millennials assume that estate plan is for older and more established clients who have significant assets to protect. Even if you believe that your …
Passing away without a will is known as dying “intestate”. Your state laws will govern how your property is passed down, which usually gives your …
While many business owners hope to keep the company in the family, it doesn’t always fall out that way. Make sure you know your family …
With the end of the year and the holiday season approaching, both individuals and married couples are looking to maximize gifting opportunities while minimizing …
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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>
Learn how the new SALT deduction cap in the One Big Beautiful Bill may create a tax torpedo for high-income earners—and what strategic planning can help you avoid it. How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It The recently proposed One Big Beautiful Bill (OBBBA) introduces sweeping tax changes—none more significant ...
<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>
Why This Matters Now If you own a small to mid-size business in New York or New Jersey, there’s an important compliance issue you can’t afford ...
<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>