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Article-97845

May 10, 2021 |

What Documents Should Be Kept in a Place Easy for My Loved Ones to Find?

Planning ahead is a critical aspect of your comprehensive estate planning and it doesn’t stop just at the creation and signing of your documents. While ...

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Article-97842

May 7, 2021 |

How to Tell if a Will Was Revoked or Replaced

While you’ll create your will while you’re still alive, it will be one of your loved ones sorting through your paperwork to find it once ...

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Article-97837

May 6, 2021 |

What Is the Role of a Fiduciary in My Estate?What Is the Role of a Fiduciary in My Estate?

There are many different terms associated with the administration of a trust, a will or an estate. One common example is the term fiduciary. This ...

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Article-97826

May 4, 2021 |

Estate Planners See Increase in Requests from Clients

If the pandemic taught us anything, it’s to be prepared for the unexpected. More people than ever used this opportunity to get on top of ...

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Article-97823

April 29, 2021 |

If I Create a Trust in New Jersey Do I Still Need a Power of Attorney, A Will and A Living Will?

Many different estate planning tools can be used to help you accomplish your goals and it is recommended that you sit down with a knowledgeable ...

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Article-97820

April 28, 2021 |

Can an Executor Resign After Court Appointment?

An executor can be appointed in someone’s will, but this does not obligate them to serve in this role. An executor has the opportunity to ...

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Article-97815

April 27, 2021 |

What Not to Include When Writing a Will

Your will is the most basic component of your estate plan, but it doesn’t cover all your primary needs. In this official legal document, you ...

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Article-97811

April 23, 2021 |

How Has the Pandemic Impacted Retirement?

Major changes in the world and current events always have the potential to impact retirement plans and schedules. Research has started to emerge indicating how ...

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Article-97808

April 22, 2021 |

What Is the Difference Between Estate Planning and Elder Law?

As you look towards your future, you might want to schedule meetings with both an elder lawyer and estate planner, or to find an attorney ...

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Article-97794

April 20, 2021 |

What Happens to a Joint Bank Account When One Person Dies?

Ownership of certain accounts is an important thing to know in the back of your mind if you jointly share one with another person. While ...

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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>