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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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Article-97677

February 26, 2021 |

Think Investing Is a Game? Stop.

It’s easy to view the stories of market speculation that have dominated the news recently as cautionary tales for individual investors. But we can also ...

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Article-97669

February 25, 2021 |

Women Investors Need Advanced Estate Planning

Women who have significant assets set aside in investments should be prepared to accomplish both estate planning and asset protection planning together. A recent advisor ...

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Article-97666

February 24, 2021 |

How Does An Estate Planning Lawyer Connect to My Strategy?

Many people avoid the process of estate planning because they either assume they don’t need it or that it’s not affordable for them. Plenty of ...

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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>