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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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Article-108208

November 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 ...

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Article-107768

November 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 ...

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Article-107693

November 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 ...

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Article-107403

October 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 ...

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Article-107401

October 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 ...

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Article-107244

October 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 ...

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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>