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Article-97122

June 17, 2020 |

Have You Considered Your Chances of Disability?

Many people think of those who live with disabilities as people in older years or those who have been diagnosed with a disability at birth ...

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Article-97118

June 9, 2020 |

Don’t Forget a Tax Strategy for Your Stock Options

Executive compensation packages have increasingly included stock options in the last several years. This means that from an estate planning perspective, you must think carefully ...

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Article-97085

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 ...

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Article-97087

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 ...

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Article-97081

May 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 ...

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Article-97078

May 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 ...

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Article-97075

May 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 ...

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Article-97072

May 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 ...

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Article-97055

May 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, ...

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Article-97051

May 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 ...

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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>