03.05.2014
Hoffman’s Will Raises Legal Issues
Actor Phillip Seymour Hoffman, who died of a drug overdose in February, had not updated his will in years. The mistake could prove troublesome for …
Blog
03.04.2014
What To Do When Your Elderly Parents Move In With You
More and more, elderly parents are moving in with their grown children. With the increasing costs of nursing homes, this makes financial sense for many …
02.27.2014
The Right Way to Plan for Your Special Needs Child
Parents of special needs children have unique needs when it comes to estate planning. As a recent article explains, parents of special needs children who …
02.26.2014
The Fifteen Best Countries for Overseas Retirement in 2014
It is not uncommon for Americans to spend significant time away from their home state in order to take advantage of more favorable living conditions. …
02.25.2014
Are You a Sitting Duck? Four Asset Protection Strategies to Consider
Many investors are so focused on their return on investment that they fail to consider or implement asset protection strategies. As a recent article explains, …
02.20.2014
About an Angel: Estate Planning Lessons from Farrah Fawcett
Recently, a number of legal battles have stemmed from Farrah Fawcett’s death. Perhaps most notably, the University of Texas sued Fawcett’s partner Ryan O’Neal for …
02.19.2014
Four Actions to Take Before Your Death
The end of a person’s life can be a difficult and confusing time. However, it doesn’t have to be. A recent article discusses four actions …
02.18.2014
Tax Avoidance Scheme for Wealthy: Move Assets Across State Borders
Not all states are created equal when it comes to income taxes. As part of their estate planning and asset protection schemes, wealthy Americans are …
02.13.2014
One Family’s Quest to Pass on the Business
For families that own small businesses, one vital part of estate planning is succession planning. Through succession planning, a business owner plans for the future …
02.12.2014
Can Only One Child be Given Power of Attorney?
For those parents who have multiple children, estate planning is often a matter of attempting to determine what distribution of powers will be perceived as …
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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>
How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It
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>
New York & New Jersey Retirement Plan Mandates: What Business Owners Need to Know in 2025
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>
