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Article-96829

January 7, 2020 |

How Can I Avoid Probate or Go Through Limited Probate in New Jersey?

When a decedent’s debts are formally paid out and the property that is not otherwise distributed under the law is transferred to heirs and beneficiaries, ...

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Article-96824

January 6, 2020 |

Steps to Making Probate Faster In New Jersey

The court-supervised process that might be initiated after a person passes away is known as probate in New Jersey. While there are some situations that ...

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Article-96819

January 1, 2020 |

Is There a Capital Gains Tax on My Collection?

Have you remembered to include a personal collection of items in your estate planning? Whether it’s art, coins, stamps, or something else altogether, you’ll make ...

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Article-96816

December 31, 2019 |

Don’t Lose Track of Assets in Your Estate

You might take steps to list everything you can inside your estate, but it’s still possible to leave items out. When you’re working to help ...

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Article-96813

December 30, 2019 |

Got 2020 Financial Goals? Don’t Skip These

The end of the year is the perfect time for reflection. If this year didn’t add up to all you’d hoped it would be and ...

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Article-96808

December 23, 2019 |

Is Talking About Estate Planning Going to Cause a Fight in Your Family?

Getting together for the holidays or to celebrate the new year gives you a great opportunity to reconnect with your loved ones. But if one ...

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Article-96805

December 18, 2019 |

How Do I Break the News to My Kids That I’m Not Planning to Pass On Assets to Them?

Deciding to disinherit someone in your family is fraught with emotional considerations and concerns. Wondering whether or not you should inform the family member about ...

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Article-96801

December 17, 2019 |

The Difference Between Trusts and Wills

Do you know how to decide whether or not you need a trust, a will, or both? Most people partner with an experienced estate planning ...

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Article-96797

December 16, 2019 |

Are You in The 66% Of Americans Who Don’t Have This Estate Planning Document?

Far too many Americans overlook the potential benefits of estate planning because they believe it’s too difficult, not necessary for their specific situation or too ...

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Article-96794

December 11, 2019 |

Key Players in an Established Family Trust

Have you thought about using various estate planning strategies, such as a trust, to establish some level of control and clarity during your estate planning ...

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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>