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Article-100140

July 23, 2021 |

Are Concerns About Inflation Inflated?

KEY TAKEAWAYS *Recent Dimensional research suggests that simply staying invested helps outpace inflation over the long term for a wide range of asset classes. *The ...

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Article-99991

July 21, 2021 |

Putting Together an Estate Plan for Beneficiaries Who Suffer from Addictions

The addiction epidemic has touched many families throughout the country and it is certainly worth considering if you have loved ones that you wish to ...

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Article-99915

July 20, 2021 |

New Study Shows What Is Most Likely to Impact a Positive Retirement

A new study has found that contributing to society and having a purpose are key to enjoying life in retirement. This study completed by Age ...

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Article-99843

July 19, 2021 |

If I Don’t Want to Serve as an Executor, Do I Have to Take the Role?

Some family members are surprised when they learn that they have been named as a loved one’s executor. An executor has the responsibility of carrying ...

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Article-99209

July 14, 2021 |

What Is a Directed Trust?

When thinking about your family wealth management there are many different options available to you. Consulting with an experienced asset protection planning attorney can help ...

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Article-99203

July 13, 2021 |

Does a New Jersey Power of Attorney Agent Get Paid?

The principal creator of the power of attorney document sets the terms for the relationship. If the document has not been drafted, the principal is ...

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Article-99200

July 12, 2021 |

What Is Proving a Will?

There are many different terms you may hear in connection with the estate planning process and one of these is proving a will. This means ...

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Article-98958

July 7, 2021 |

What Are Fair Executor Fees for New Jersey Executors?

There are two primary sources that contribute to executor fees in New Jersey: corpus commissions and income commissions. Corpus includes every asset received by the ...

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Article-98883

July 6, 2021 |

Is Your Estate Plan Portable Enough?

There was a time in the past where people would have settled down and stayed in mostly the same location for the majority of their ...

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Article-98597

July 2, 2021 |

What Are the Most Important Retirement Milestones to Keep in Mind?

Every kind of retirement benefit will have a separate eligibility age and your age can play a big role in how much you will be ...

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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>