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Blog

Article-96710

October 15, 2019 |

Alzheimer’s and Estate Planning: Using Advanced Directives

An advanced directive is a tool that can be used by anyone to explain the healthcare wishes of a person who is no longer able ...

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Article-96696

October 11, 2019 |

Einstein on Saving and Investing & Why People Today May Not Care

Albert Einstein stated that “compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn’t, pays it.” Most ...

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Article-96691

October 9, 2019 |

What You Should Know Before Applying for Institutional Medicaid

If you’ve already sat down with your estate planning lawyer in New Jersey and still have questions about what Medicaid will pay for when it ...

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Article-96688

October 8, 2019 |

Life Insurance Before and Post-Divorce: What to Know

You have probably planned your life carefully up to this point and put in time and energy with your former spouse to drop a will ...

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Article-96685

October 7, 2019 |

Create Your Estate Planning Amendment Plan

There are many different reasons that you might wish to amend your estate planning documents and this can include various different aspects, such as new ...

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Article-96682

October 3, 2019 |

Who Are the Stakeholders Involved in Business Succession Planning?

You’ve probably taken a long view approach to establishing and founding your business. Growing a company is probably one of the greatest achievements of your ...

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Article-96677

October 1, 2019 |

Have You Disability Proofed Your Estate Plan?

Your estate plan includes important components such as a will, to help distribute your assets if and when something happens to you. But one of ...

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Article-96672

September 30, 2019 |

Do Rising Healthcare Costs Called for Updated Trusts?

One of the biggest concerns at the top of minds for retirees are being able to afford potential decades of life post-retirement and preparing for ...

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Article-96669

September 25, 2019 |

Got a Stepfamily? Don’t Forget Them in Your Estate Plan

Today’s families need the support of dedicated and knowledgeable estate planning lawyers. With second or third marriages and blended families, estate planning calls upon professionals ...

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Article-96666

September 24, 2019 |

How Do I Know if Medicaid Will Pay for My Nursing Home?

Are you concerned about the rising costs of long-term care? You’re not alone. A growing portion of the population in the U.S. will need some ...

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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>