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Article-97728

March 19, 2021 |

How Will a House Deed Get Transferred Upon the Death of a Parent In NJ?

When a parent passes away, the children of the deceased as well as the executor of the estate may have certain challenges when attempting to ...

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Article-97725

March 17, 2021 |

Biden Contemplating Significant Federal Tax Increase

Any change in presidential administration or big shifts in Congress could change current estate plan impacts, and that’s certainly true now. For business owners in ...

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Article-97720

March 16, 2021 |

Three New Jersey Medicaid Mistakes Worth Avoiding

What seems like a minor mistake in the application process can turn out to be a big issue down the road. Partnering with a New ...

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Article-97716

March 15, 2021 |

Why You Need a New Jersey Medicaid Plan

Plenty of NJ residents do not anticipate needing Medicaid or understanding its required aspects until it is too late. As long term care costs have ...

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Article-97711

March 15, 2021 |

How to Avoid a Trust

Asset protection, tax planning, or legacy control are just some of the numerous reasons why trusts can be used. However, the most common use for ...

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Article-97703

March 11, 2021 |

Two Things Every Qualified Retirement Plan and IRA Owner Should Do

In late 2019 Congress passed the Secure Act which represents some of the most significant changes to IRAs and qualified retirement plans since 2006. One ...

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Article-97699

March 10, 2021 |

Is It Time to Clean Out the Family Filing Cabinet?

   Keeping all of your key documents in one place makes it easier to grab these in the case of an emergency or find them ...

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Article-97693

March 9, 2021 |

Is it safe to Create Online Will

An online will makes it simple to be under the impression that you can complete all of your estate planning in a matter of just ...

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Article-97687

March 5, 2021 |

YOLO, Meme, and EMH: What’s Your Investment Style?

You only live once! Social media investors have banded together on unconventional platforms to drive up the prices of a handful of “meme stocks,” seemingly ...

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Article-97683

March 3, 2021 |

Entrepreneurs Cannot Afford to Neglect Succession Planning

Starting a business is an exciting and sometimes overwhelming proposition. Founders of companies often spend years putting most of their focus, planning and attention in ...

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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>