May 14, 2020 |
The Value of Estate Planning for Baby Boomers
A total of 22% of today’s population includes the baby boomer generation. Many of them are quickly reaching retirement age raising important questions about the ...
Learn MoreThe Value of Estate Planning for Baby Boomers
A total of 22% of today’s population includes the baby boomer generation. Many of them are quickly reaching retirement age raising important questions about the value of estate planning.
Estate planning is so much more than passing along possessions and assets to millennial children. It is also about protecting their lifestyles and taking a long-range view towards the need for possible Medicaid support or other long-term care planning. The youngest baby boomers are turning 56 in 2020 and many of them have wealth that is expected to grow in the coming decades.
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Blog
May 14, 2020 |
Charitable Gifting During the Pandemic, Tips to Use & Tricks to Avoid
No one could have foreseen or wished for this Pandemic, or the impact that it has had on our planet. Yet one of the silver ...
Learn MoreMay 12, 2020 |
Property Tax Relief is Coming for New Jersey Homeowners
An executive order from Governor Phil Murphy now means that municipalities can update their property tax payment deadline from May 1st to June 1st. According ...
Learn MoreMay 11, 2020 |
Protect Your Company Longevity with Business Succession Planning
An important part of owning a successful business isn’t just documenting what you do now that makes you effective but also outlining a plan for ...
Learn MoreMay 6, 2020 |
What Is A Long-Term Care Plan?
Research shows that two out of every three Americans will need some form of assistance with activities of daily living. These activities of daily living ...
Learn MoreMay 5, 2020 |
Is Now the Right Time to Pull Cash from Your IRA? Beware the Tax Implications
It might feel as though everything is up in the air with your financial planning situation lately. Since this has impacts on your day to ...
Learn MoreMay 4, 2020 |
Long-Term Investors, Don’t Let a Recession Faze You
With activity in many industries sharply curtailed in an effort to reduce the chances of spreading the coronavirus, some economists say a recession is inevitable, ...
Learn MoreMay 4, 2020 |
Kinds of Powers to Give to an Attorney in Fact
When you appoint another person to make decisions for you that are legally binding, you need to use a power of attorney to establish this ...
Learn MoreApril 28, 2020 |
Your Estate Plan Probably Needs a Trust
Some people assume that unless your estate size is substantial, that you can skip out on enhanced protections provided by something, such as a trust. ...
Learn MoreApril 27, 2020 |
How Long Would It Take for My Estate to Be Settled?
If you have done the necessary planning to ensure that your estate has been discussed with a knowledgeable estate planning lawyer, this is the first ...
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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>
