07.14.2014
Common Reasons A Will Might Not Hold Up In Court
Especially if you have taken it upon yourself to write your will, it’s important to know that you have opened your heirs up to the …
Common Reasons A Will Might Not Hold Up In Court
Especially if you have taken it upon yourself to write your will, it’s important to know that you have opened your heirs up to the risk of having your will contested in court later on. Here are three of the most common mistakes that result in a contested will.
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07.11.2014
Hoteliers & Moteliers: What Security Challenges Do Today’s Hotel Owners Face?
Hotel owners face a broad array of challenges when it comes to mitigating risks. Whether you’re a single motel or part of a chain, you …
07.10.2014
Steps to a Viable Succession Plan For Your Family Business (Part 1)
Are you planning to keep the Family Business “in the family”? Did you know that family businesses now make up as much as 50 percent …
06.23.2014
What Can An Estate Planning Accomplish That I Can’t?
In this world driven by do-it-yourself options, it might seem like you can handle just about anything. There are several things, though, that you definitely …
06.20.2014
Mid-Year Tax Planning Tips
While not much has come out in the first half of 2014 with regard to tax legislation, there are still some important tax planning opportunities …
06.19.2014
Charitable Choices: Gifting Retirement Funds at Death
Are you thinking about making a gift to a charity on your death? It might be a better option to instead consider gifting your retirement …
06.18.2014
If It’s Good Enough for the Clintons, It’s Good Enough For You
The Clintons recently made the news simply for taking advantage of Estate Planning and financial planning strategies that maximize wealth and limit the encroachment of …
06.17.2014
Is the New Jersey State Estate Tax Too Prohibitive?
Most people recognize that it can be costly to live in New Jersey, but they don’t realize that it may also be expensive to die …
06.16.2014
Avoiding Estate Planning Mistakes: Unfunded Living Trusts
When used properly, living trusts can be valuable tools for passing on assets. When planned for early on, you can really maximize what a beneficiary …
06.13.2014
Is a Roth IRA the “Cadillac” of Assets to Leave for Heirs?
If you’re looking down the road to retirement, you may be wondering which of your accounts you should tap into first, and which you should …
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