04.11.2022
What Are The Most Common Reasons That A Trustee Is Sued?
A trustee is an important person who has a great deal of responsibility assigned to them in the management and administration of a trust. Unfortunately, …
What Are The Most Common Reasons That A Trustee Is Sued?
A trustee is an important person who has a great deal of responsibility assigned to them in the management and administration of a trust. Unfortunately, suing the trustee of a trust can happen, and it can put the trustee as well as beneficiaries in a very difficult situation.
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Blog
04.07.2022
Are You Falling For This Living Trust Myth?
A living trust, when used properly, can be an important component of your estate plan. In some cases, it may help to ensure that all …
04.06.2022
Meme Investing? Try Human Ingenuity Instead
What do mean stock investors and Wall Street have in common, and where are they different? How does humanity’s tendency to persevere show up in …
04.04.2022
Estate Plan Created Before 2010? It’s Time For An Update
Many things change in the state and national landscape over the years, and there’s a good chance that many things have changed in your life …
04.01.2022
What Legacy Are You Leaving Behind For Your Family?
A recent study by Empathy.com has shown that the average family incurs over $12,000 in unexpected expenses after a family member passes away. Every year, …
03.30.2022
How To Effectively Choose a Trustee
Do not put off finalizing or signing your estate planning documents because you’re not yet sure who you want to name as trustee. You should …
03.28.2022
How High And Low Interest Rates Can Impact Wealth Transfers
Current global conditions have contributed to a spike in inflation which was already on the rise. It is expected that the Federal Reserve will respond …
03.25.2022
How To Take on The Hard Conversations with Family Members About Estate Planning
Are you worried about whether or not your parents have thought through and set up their estate plan? If not, you may be concerned that …
03.24.2022
Do Real Estate Assets Go Through Probate?
If you own any kind of real estate, including a home, you should include these in your will because there is a high chance they …
03.21.2022
Are There Any Probate Shortcuts In New Jersey?
When a loved one passes away who lived in New Jersey there are many questions that must be answered regarding the administration of their estate. …
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Recent Posts
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From estate planning to values‑based giving, learn how to transform your windfall into wealth that endures across generations—and aligns with your deepest purpose. Windfalls are rare. Generational wealth is rarer still. For business owners, legacy‑minded families, or anyone who’s recently come into a substantial ...
<p>The post Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<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>
