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Blog

Article-96781

December 3, 2019 |

Leveraging Your Charitable Giving Before and After You Retire

There’s a good chance that if you’ve been active with philanthropy and charitable giving, that it’s been a part of your life for as long ...

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Article-96778

December 2, 2019 |

Keep a Formal Will Even as Electronic Wills Are Coming

Most of your organization today is probably digitized. There’s a good chance you own a scanner and have taken every effort to store what you ...

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Article-96774

November 26, 2019 |

Are You a Corporate Executive Without an Estate Plan in Place?

As a corporate executive you have plenty of things on your plate and you probably don’t want to think about adding anymore, but there are ...

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Article-96771

November 25, 2019 |

Is DIY Elder Planning Dangerous?

If you’re looking for a plan to save money, elder law planning on your own might seem like an appealing option, even though the advantage ...

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Article-96767

November 21, 2019 |

Study Shows That Home Care Costs Have Grown Significantly

The charges for home care are now rising faster than those associated with nursing home care, according to Genworth’s most recent cost of care survey. ...

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Article-96763

November 19, 2019 |

Why is the First Attorney Meeting So Important with Estate Planning?

Your first meeting with a knowledgeable estate planning lawyer lays the groundwork for all of the things you will work together towards in the future. ...

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Article-96758

November 18, 2019 |

New Jersey’s Intestate Succession Laws

If you pass away without a will in New Jersey, your assets will be passed on to your closest relatives under laws established by New ...

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Article-96755

November 12, 2019 |

New Estate Tax Amounts Announced for 2020

The IRS has authority on the estate tax and gift tax amounts that affect individuals and families and recently announced changes to the estate tax ...

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Article-96750

November 11, 2019 |

Three Tips to Make Business Succession Planning a Breeze

No entrepreneur wants to think about a future in which they are not involved in their business without that being their own choice. It’s smart ...

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Article-96747

November 6, 2019 |

Where Should I Keep My Will?

If you already created your own will without the help of an attorney, it’s still a good idea to have a lawyer review your document ...

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Recent Posts

Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains

Explore five tax-aware strategies investors use to manage portfolio capital gains, including tax-loss harvesting, basis step-up planning, and trust strategies. Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains For many successful investors, managing capital gains taxes becomes increasingly important as portfolios grow and liquidity events ...

<p>The post Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You

Many people look forward to a tax refund, but is it actually a good financial outcome? Learn what a tax refund means and how to think about withholding and tax planning. Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You Each spring, millions of Americans eagerly await their tax refund. For many households, ...

<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Five Key Considerations for Aging in Place Safely and Successfully

Aging in place requires more than staying home. Explore five essential areas families should plan for—from safety modifications to care support and financial planning. Aging in place is often associated with independence and familiarity. Yet remaining in the home long-term requires ...

<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>