Two articles about this week sought to shed some light on the estate tax developments, political positions as it pertains to the estate taxes & …
Several widely used estate planning devices may actually assist greedy heirs in helping themselves to your assets. A recent article warns of what these estate …
Many times, the last thing entrepreneurs consider in the process of starting a new business venture is how they will handle the departure, on good …
As reported in The Chicago Tribune, two men have been indicted in an estate-planning scheme that yielded $28 million from 120 investors. According to the …
The premature death of six-time Grammy winner Whitney Houston should serve as a somber reminder that wills not only need to be created, but updated …
Current estate planning clients are looking to leave more than money and property to the next generation. As Businessweek reports, people are now attempting to …
An Oklahoma judge has recently held that J.P. Morgan & Chase Co.’s administration of the Carolyn S. Burford trust was “grossly negligent and reckless.” As …
Every day, people are living more of their lives online. Whether via Facebook or online banking, millions of people conduct substantial portions of their personal …
I grew up watching the Brady Bunch. Mike and Carol Brady are my first recollection of the “Blended Family.” Mike had three children from a …
Who should raise your children if for some reason you and your spouse are unable to do so? It’s not an easy question to answer, …
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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>
