“Here’s a Story…Of a Lovely Lady…” Planning for Today’s Blended Families
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 …
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, …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
Your goal may be making sure your children & spouse are financially secure and to protect your assets from those who may ‘attack’ them. Perhaps …
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Make the most of your holiday visit by checking in on your retired parents’ well-being, financial health, and estate planning. Here’s what to review while you’re together. Use the Holidays to Ensure Your Parents’ Well-Being—Financially and Otherwise The holidays are a time for celebration, family meals, and meaningful reconnection—but they’re ...
<p>The post Holiday Visits Are the Perfect Time to Check In on Retired Parents—Here’s What to Look For first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Learn how annuities are taxed based on type, payout structure, and ownership—essential insights for retirees, estate planners, and beneficiaries. Annuity Taxation Explained: A Guide for ...
<p>The post Understanding How Annuities Are Taxed: What Retirees and Legacy Planners Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Discover how different generations invest, what influences their financial decisions, and how you can use these insights to build a smarter investment strategy. From Boomers to Gen Z: Lessons in Investing Across the Generational Divide Every generation has its own approach to money, shaped ...
<p>The post Investing Across Generations: What We Can Learn from Baby Boomers to Gen Z first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>