February 16, 2022 |
Do I Really Need a Living Will?
Has it been some time since you sat down with an estate planning lawyer? If you never created a living will, now is the time ...
Learn MoreDo I Really Need a Living Will?
Has it been some time since you sat down with an estate planning lawyer? If you never created a living will, now is the time to find a lawyer who can help you navigate the creation and maintenance of that document. A living will is a key component of your estate planning process.
Schedule a meeting with a member of our advisory team
Blog
February 14, 2022 |
What New Jersey Power of Attorney Agents Should Know
When someone else creates a power of attorney document and names you as the agent, you need to read through the document in full to ...
Learn MoreFebruary 9, 2022 |
Do You Need a Personal Representative Lawyer?
Did the court recently name you as a personal representative to a loved one’s estate or have you volunteered to serve in this role because ...
Learn MoreFebruary 8, 2022 |
Two Big Reasons Why Your House Should Be Put in A Living Trust Instead of a Will
There are many different decisions you need to make as part of the estate planning process and some of them will have to do with ...
Learn MoreFebruary 4, 2022 |
What Are the Benefits of Putting Life Insurance into A Trust?
A trust can be created to help manage asset transfer when you pass away in a streamlined and controlled manner. This prompts the question, should ...
Learn MoreFebruary 4, 2022 |
The Impact of State Probate Rules on Self-Created Wills
Creating a will online or using a basic template might seem like the easiest route. After all, this is a task many people put off ...
Learn MoreFebruary 3, 2022 |
How to Reduce the Risk of Elder Fraud
The most targeted group for financial fraud is elderly individuals but studies show that they are also the least concerned about being scammed. Millions of ...
Learn MoreFebruary 2, 2022 |
How To Make Better Finances More Than Just a Resolution
Approaching the new year gives people plenty of opportunities to set resolutions for the 12 months ahead, but a great financial plan and ongoing financial ...
Learn MoreJanuary 31, 2022 |
Who Can Be a Beneficiary on My Transfer on Death Bank Account?
A transfer on death bank account is one way to provide assets relatively quickly to your loved ones after you pass away because your passing ...
Learn MoreJanuary 28, 2022 |
Who Keeps My Beneficiary Forms for My Retirement Plan?
When you create a retirement plan, you’ll need to establish beneficiaries for those assets when you pass away. These beneficiary designation forms are handled outside ...
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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>
