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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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Article-98518

July 1, 2021 |

What Is the Federal Lifetime Exclusion?

In the United States, you are eligible to tap into something called a federal lifetime exclusion which is a specific dollar amount specified by the ...

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Article-98449

June 30, 2021 |

What Does the Concept of Incapacity Have to Do with My Living Trusts?

A person’s inability to manage their own legal, health care, financial and property decisions can lead to the authorization of someone else to serve in ...

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Article-97941

June 23, 2021 |

What Does It Mean to Be a Good Executor of an Estate?

Many people were prompted to write or update their wills in response to the Covid-19 pandemic, which is an important step in the estate planning ...

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Article-97914

June 21, 2021 |

Who Needs to Be Notified After a Loved One Passes Away?

The passing of a loved one presents unique emotional challenges related to grief as well as issues of how to handle their administrative affairs in ...

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Article-97911

June 16, 2021 |

Why Is Defining Incapacity an Issue for a Springing Power of Attorney?

If you have a springing power of attorney document, this means that the document becomes active when you are incapacitated. One of the leading reasons ...

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Recent Posts

How Do You Know When You Can Retire?

Retirement isn’t just about reaching a certain age—it’s about knowing your finances can support the life you want. Learn the key questions to ask before making the transition. How Do You Know When You Can Retire? For many people, retirement is one of life’s biggest milestones. ...

<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account

Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...

<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End

Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...

<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>