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Article-51

March 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 ...

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Article-97566

February 7, 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 ...

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Article-42

January 3, 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 ...

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Article-97565

December 9, 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 ...

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Article-97564

February 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 ...

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Article-34

November 9, 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 ...

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Article-97561

October 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 ...

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Article-97562

June 1, 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 ...

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Article-97563

April 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

Why Entity Structure Matters for Business Owners, Investors, and High-Net-Worth Families

Learn how thoughtful entity structuring can support tax planning, asset protection, operational efficiency, and long-term wealth transfer strategies for business owners and multigenerational families. Why ...

<p>The post Why Entity Structure Matters for Business Owners, Investors, and High-Net-Worth Families first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Why Estate Planning Is About More Than Just a Will

Learn the key differences between wills, trusts, probate, and estate planning strategies designed to help families stay organized, protected, and prepared. Why Estate Planning Is ...

<p>The post Why Estate Planning Is About More Than Just a Will first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Rethinking the 4% Rule: How Retirement Withdrawal Strategies Are Evolving

Explore how the traditional 4% retirement withdrawal rule is being re-evaluated in today’s market environment and considerations for modern retirement income planning.  Rethinking the 4% ...

<p>The post Rethinking the 4% Rule: How Retirement Withdrawal Strategies Are Evolving first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>