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Blog

Article-96946

February 18, 2020 |

Attorney Shah Chimes in: Wall Street Journal Estate Planning

Attorney Neel Shah was recently featured in a Wall Street Journal article about making decisions to distributing unequally among your children. While the easiest solution ...

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Article-96941

February 17, 2020 |

Getting Married Midlife: Don’t Forget Your Estate

Getting married to someone in later years is becoming increasingly common. In fact, plenty of research studies are looking into how Millennials choices to get ...

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Article-96937

February 12, 2020 |

Why You Need A Plan for Your Estate No Matter Your Stage in Life

There are so many misconceptions surrounding the process and the need for estate planning. It’s all too easy to brush this off or assume that ...

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Article-96934

February 11, 2020 |

Update Your Estate Plan to Match SECURE

A few impacts emerge from the Secure Act or the Setting Every Community Up for Retirement Enhancement; one of the biggest challenges associated with carrying ...

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Article-96931

February 10, 2020 |

What You Should Know About New Jersey’s Inheritance Laws

There is no longer an estate tax in New Jersey, but there is still an inheritance tax. This law has many different exemptions and complications, ...

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Article-96922

February 7, 2020 |

What Happens When You Fail at Market Timing?

The impact of missing just a few of the market’s best days can be profound, as this look at a hypothetical investment in the stocks ...

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Article-96919

February 5, 2020 |

How to Fit Your Stepkids Into Your Estate Plan

One of the most complicated facets of estate planning emerges when you’ve been married more than once or have children from a previous relationship. Naturally, ...

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Article-96916

February 4, 2020 |

Does an Executor of an Estate Have to Use an Attorney to Execute the Will?

When you are appointed as the executor of an estate, it is important to review the instructions from the person who created this document. When ...

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Article-96913

February 3, 2020 |

What Can You Learn from the Biggest Celebrity Estate Mistakes?

It seems like every few months another celebrity is covered in the news with an estate planning mess. With the recent passing of Kobe Bryant, ...

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Article-96910

February 1, 2020 |

Mind Your Business

What will happen to the family business when you’re not around? Simple, my children will take helm and run it JUST LIKE I DID! Are you ...

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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>