09.17.2021
Tuning Out the Noise
For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as …
Tuning Out the Noise
For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as affecting your financial well-being can evoke strong emotional responses from even the most experienced investors. Headlines from the so-called lost decade– the 2000s, when the S&P 500 ended below where it
began–can help illustrate several periods that may have led market participants to question their approach.
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Blog
09.16.2021
What to Consider a Safe Withdrawal Rate in Retirement
The concept of a safe withdrawal rate is important for thinking about your retirement. Knowing how much you might need to take each year to …
09.14.2021
If a New Jersey Home Is Sold from a Trust, What Happens to Taxes?
What happens when a home inside a trust is sold? Someone who serves in the role of trustee is responsible for administration of a trust. …
09.13.2021
What to Know About Your New 401(k) Statement
As part of your retirement plan and your estate plan, there is a good chance that your 401(k) is a big component of your future …
09.10.2021
How to Understand the Personal Representative Role
When you complete your estate planning the core document that you’ll likely complete is a will. In this will you will name a personal representative …
09.08.2021
Why Planning for Partners is Important Even if You Are Unmarried
Estate planning is a process that should be devised with the help of an estate planning attorney to be aligned with your individual needs. Every …
09.07.2021
Is Probate Required in the State of New Jersey?
There are three clear exceptions to when probate is not required but for the vast majority of estates, probate will be required. Probate is the …
09.03.2021
What You Need to Know About Charitable Giving in 2021
As part of your estate plan, you likely want to provide for your beneficiaries like your surviving children and spouse. However, research shows that more …
09.02.2021
What Is the Difference Between a Family Trust and a Will?
Wills and trusts are two very different types of controlling and distributing your assets after you’ve passed away. One important distinction between a trust and …
09.01.2021
When Does It Make Sense to Use a Family Trust?
A family trust is most appropriate as an estate planning tool when you live in a state where probate is very difficult. This is also …
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<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 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>
