04.10.2013
Selecting Your Personal Representative
When creating an estate plan, one of the most important decisions to make is selecting a personal representative. A recent article discusses some of the …
Blog
04.03.2013
Why Everyone Needs An Estate Plan
With the current estate tax exemption over $5 million – $5.25 million to be exact – many people wonder if estate planning is necessary for …
03.27.2013
Insurance Considerations When Transferring An Asset To A Trust or LLC
Two popular and time-tested methods of wealth transfer are the trust account and limited liability company. While both of these options can provide an excellent …
03.20.2013
Succession-Planning: Separate Ownership & Management
A succession plan is an important tool for any business owner who wishes his or her business to continue on after his or her death. …
03.13.2013
A Permanent Estate Tax For The Wealthy
After nearly a decade in flux, there is finally a permanent federal estate tax. In 2013, however, a mere 3,800 estates will be required to …
03.06.2013
Contingency Planning For Your Business
As the economy tip-toes back in the right correction, businesses must still be sure to implement contingency plans in the event of another economic recession. …
02.27.2013
Lacking a Business Succession Plan? You’re Not Alone
An alarming number of business owners do not have succession plans for what will happen to their businesses when they retire, die, or become disabled. …
02.20.2013
Pointers for Asset Protection Planning
An article in Forbes likens asset planning to “taking chips off the table in good times, so that you can still walk away from the …
02.13.2013
Equalizing Inheritance for Your Children
When one estate planner hears his business-owning clients say, “I love my kids equally, so I want to share my assets equally,” what he actually …
02.06.2013
Estate Planning for Married Couples
In light of the fiscal cliff bill, a recent article in Forbes offers some estate planning advice for married couples. One important item made permanent …
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Recent Posts
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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>
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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>
