05.31.2012
Estate Planning: A Process, Not an Event
You have signed all of your estate planning documents and, if your plan includes trusts, completed their funding. You sit back, relax, and enjoy the …
Blog
03.30.2012
One of the Biggest Problems of Dying as a Resident of New Jersey
It’s not uncommon for my out-of-state relatives & friends to utter some variation of the phrase “I wouldn’t be caught dead in New Jersey.” Just …
02.07.2012
An Introduction to Asset Protection Planning
Almost everyone knows someone who had a problem and lost everything. Claims can, for example, allege professional liability, responsibility for a car accident, or unpaid …
01.03.2012
What is Probate?
Something I am asked regularly is “what is probate?” Often, that question is followed up with “how do I avoid probate?” I always find it …
12.09.2011
Jeeves & the Estate Home: So What Exactly is an Estate Plan Anyway?
While out driving yesterday, I passed a sign put up by a builder seeking to sell “Estate Homes.” Despite the fact that I deal with …
02.26.2010
Protecting Your Clients From Sales & Use Tax Liability
NOTE: THIS ARTICLE WAS CO-AUTHORED BY CHIRAG N. PATEL, ESQ. , SENIOR ASSOCIATE WITH SHAH & ASSOCIATES, P.C. Whether our clients are purchasing an existing …
11.09.2009
Estate Tax reform coming soon… or is it?
What can accountants and financial advisors tell their clients to expect from Congress with respect to Estate Tax reform? According to a recent article in …
10.11.2009
What do you need to address for your family?
Your goal may be making sure your children & spouse are financially secure and to protect your assets from those who may ‘attack’ them. Perhaps …
06.01.2009
Estate Planning for Non-Citizen Spouses
When one or both spouses in a married couple living in the United States are not citizens of the United States, special planning may be …
04.13.2009
What Happens If I Die Without a Will?
A Last Will & Testament (commonly referred to as simply a Will) is a document that disposes of your property at the time of your death. A common …
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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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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>
