New research from the Insured Retirement Institute shows that although nearly two-thirds of older individuals considered leaving an inheritance behind important in the past, those numbers have shifted out of beneficiary favor. According to their report, less than half of baby boomers today believe it’s critical to leave behind an inheritance.
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New research from the Insured Retirement Institute shows that although nearly two-thirds of older individuals considered leaving an inheritance behind important in the past, those …
A common question from trustees, officers, directors and volunteers at nonprofit organizations is to what extent these individuals face liability as representatives of the organization. …
An estate that is worth more than $1 million is a bit more common in New York than in other states, but for much of …
If you are interested in creating a managed multi-member LLC, one of the most popular questions for individuals in this position is whether non-manager members …
If you are interested in creating a managed multi-member LLC, one of the most popular questions for individuals in this position is whether non-manager members …
The estate planning landscape is changing, and it’s because our approach to determining assets is changing, too. According to a survey by McAfee, Americans believe …
The details matter when it comes to getting a signature on your student loan agreement: it turns out that some private student loans have a …
Now is a great time to evaluate how using a trust can help you achieve your financial goals. The federal gift tax and estate tax …
Twenty-one states have their own estate taxes, including New York and New Jersey. Many of these states have exemption amounts beneath the federal exemption, so …
If you have spent your working and pre-retirement years pouring into, rather than having to tap into, your retirement savings, congratulations! You’re on your way …
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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>
