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 ...
Learn MoreSpecial 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 transactions throughout his career and is the author planning for business owners (available on Amazon).
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Blog
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 ...
Learn MoreNovember 8, 2021 |
It’s My First Estate Planning Meeting; What Do I Bring?
If this is the first time you’ll be sitting down with your estate planning lawyer, there’s no doubt you’ll have some questions about what you ...
Learn MoreNovember 2, 2021 |
Have You Thought Through Your Final Arrangements and Documented it for Your Next of Kin?
One of the hardest parts of dealing with the loss of a loved is being asked to make decisions and make financial commitments about final ...
Learn MoreNovember 1, 2021 |
Why Accounting, Communication, and Transparency Are So Important for Trustees
Being appointed as a trustee of a trust has important ramifications for not just the trustee but also for other family members who are entitled ...
Learn MoreOctober 29, 2021 |
Can Your Financial Institution Impose Restrictions on Your Accounts and Beneficiary Plans?
Using a financial power of attorney is one way to ensure that there’s someone else to step in and manage your assets if you become ...
Learn MoreOctober 28, 2021 |
Does Everyone Have to Agree on the Distributions Plan for Stocks in an Account?
If you’ve been appointed as an estate executor in New Jersey, you have many different duties to fulfill. These must be handled with the utmost ...
Learn MoreOctober 26, 2021 |
How to Use Life Insurance to Pay Estate Taxes
When you’ve done your estate planning homework, you’ve laid a roadmap for your loved ones to take action quickly if and when something happens to ...
Learn MoreOctober 25, 2021 |
Marathons & Markets
Lately, we’ve seen a meaningful uptick in market volatility fueled by economic instability here and abroad. From Chinese real estate woes threatening to disrupt their ...
Learn MoreOctober 21, 2021 |
Broad Versus Specific Language in Powers of Attorney: What to Know
You can create a general power of attorney which enables your financial power of attorney agent to make most decisions and financial transactions on your ...
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Recent Posts
The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy
Explore the unique financial challenges women face after age 65 and how coordinated tax, wealth, and estate planning can help support long-term security and legacy ...
<p>The post The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Asset Allocation vs. Asset Location: What High-Net-Worth Families Need to Know
Learn the key differences between asset allocation and asset location and how each can play a role in building a more tax-aware, efficient investment strategy. ...
<p>The post Asset Allocation vs. Asset Location: What High-Net-Worth Families Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate
Learn how Qualified Personal Residence Trusts (QPRTs) can help transfer home appreciation to heirs and potentially reduce estate taxes as part of a broader wealth ...
<p>The post Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
