April 4, 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 ...
Learn MoreEstate 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 too. If you haven’t revisited your estate plan since 2010, it’s a good idea to set up a meeting with an estate planning attorney in your area for a review and an update.
Many things have changed in the last 10+ years, both at the state and national level and also likely in your life.
Schedule a meeting with a member of our advisory team
Blog
April 1, 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, ...
Learn MoreMarch 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 ...
Learn MoreMarch 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 ...
Learn MoreMarch 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 ...
Learn MoreMarch 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 ...
Learn MoreMarch 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. ...
Learn MoreMarch 18, 2022 |
Who is Responsible for Administering My Trust or Will in New Jersey?
The administration of a trust and will likely fall to two different people in New Jersey, depending on how your estate plan is structured. The ...
Learn MoreMarch 16, 2022 |
How to Know Your Loved One is Suffering from the Early Signs of Dementia
It can be devastating to realize that your loved one is suffering from dementia, but it can also be difficult to determine when the symptoms ...
Learn MoreMarch 14, 2022 |
How to Recognize the Signs of Elder Abuse
Elder abuse is substantially under-reported, primarily because many people who are suffering as victims do not feel comfortable speaking up. Many others do not realize ...
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Recent Posts
The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them
A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...
<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Are You Paying Taxes Today That You Could Be Planning Around?
Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...
<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors
As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...
<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
