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Article-109756

November 29, 2021 |

Company Owners Need Individual and Business Estate Plans

Many sad stories about celebrities highlight the importance of estate planning. Many of them leave behind complex assets and high value items. Without estate planning, ...

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Article-109546

November 26, 2021 |

What Happens to a Beneficiary’s Share of the Estate If the Beneficiary Passes Away?

If parents create wills naming contingent beneficiaries as their two adult children, there is always the possibility that the adult children will pass away before ...

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Article-109386

November 24, 2021 |

Most Americans Today Have an Estate Plan That Is Outdated; is Yours?

When is the last time you really sat down and reviewed your estate plan? It’s probably been awhile. If anything has changed in your life ...

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Article-109323

November 23, 2021 |

How Does Location Affect Your Vacation Home Planning?

If you are holding title to a piece of real estate property that you intend to pass on to your loved ones and it’s in ...

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Article-109022

November 19, 2021 |

What is NJ Will Probate?

If you are a family member, beneficiary, or appointed executor, you might have questions about how that probate is handled when a loved one passes ...

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Article-108951

November 18, 2021 |

What Happens If My Spouse and I Are Retiring at Different Times?

It is very important to get on the same page as your spouse when you’re thinking about retirement and estate planning goals. This may be ...

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Article-108873

November 17, 2021 |

What Happens If My Power of Attorney Agent Just Doesn’t Act?

The selection of a power of attorney agent is an important one because this person is responsible for acting on your behalf and in your ...

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Article-108801

November 16, 2021 |

Are We Facing a Long Term Care Crisis?

The cost of long term care is a top concern for plenty of retirees, but new research shows that we could be facing a potential ...

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Article-108803

November 16, 2021 |

Special Planning For Small Business Owners

Neel Shah is a practicing estate planning attorney as well as a certified financial planner(r).  He has conducted over 3000 corporate business and real estate ...

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Article-108355

November 10, 2021 |

What Are the Four Fiduciaries for a Proper New Jersey Estate?

When you create an estate plan, you’re probably starting with a frame of you and your beneficiaries as the core people involved. However, this is ...

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Recent Posts

2026 Federal Tax Guidelines: Updated Brackets and Standard Deduction

The IRS released updated tax brackets and standard deduction amounts for the 2026 tax year. Learn how these changes may impact planning for individuals and families. Understanding the 2026 Federal Tax Updates Each year, the IRS adjusts key parts of the tax code ...

<p>The post 2026 Federal Tax Guidelines: Updated Brackets and Standard Deduction first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains

Explore five tax-aware strategies investors use to manage portfolio capital gains, including tax-loss harvesting, basis step-up planning, and trust strategies. Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains For many successful investors, managing capital gains taxes becomes increasingly important as portfolios grow and liquidity events ...

<p>The post Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You

Many people look forward to a tax refund, but is it actually a good financial outcome? Learn what a tax refund means and how to think about withholding and tax planning. Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You Each spring, millions of Americans eagerly await their tax refund. For many households, ...

<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>