Occasionally, clients ask their estate planning attorneys about how to leave behind shared gifts. This is an especially common scenario if you wish to pass …
It’s important to remember that a living trust is only active and valid once it has become funded. The living trust becomes funded after the …
You have the power to disinherit any or all of your children regardless of what state you live in, so long as you expressly name …
When consulting with your estate planning lawyer about putting together an LLC for tax and business purposes, one of the most common reasons for doing …
Through the Uniform Transfers to Minors Act you can leave gifts behind for your child or any minor in a living trust or a will. …
In a child’s trust, you are eligible to leave behind specified property to one child. This property will be held distinctly from any property left …
Selecting your primary and alternate beneficiaries is the first step to determining who will receive your property when you pass away. Outside of your will …
After you’ve crafted an estate plan, how do you feel about telling some or all your beneficiaries that you have left property behind. Does it …
A will is the official estate planning document that you can use to name a guardian for your minor child in the event that something …
The word beneficiaries can be confusing, but it refers to institutions or people that you intend to leave property to. There are a few different …
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Discover how the Stay NJ program helps New Jersey homeowners 65+ with property tax relief — eligibility, benefits, timeline, and application tips for 2025. Property taxes in New Jersey have long been a burden, especially for older homeowners on fixed incomes. In response, the state recently passed ...
<p>The post Stay NJ: New Jersey’s Game Changer in Property Tax Relief for Seniors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Explore key differences between charitable trusts, donor-advised funds, and foundations. Learn how high-net-worth individuals can align giving with tax strategies and long-term legacy planning. How to Select the Right Charitable Structure for Your Legacy Goals For business owners, families post-liquidity ...
<p>The post Choosing the Right Charitable Vehicle: A Strategic Guide for Legacy-Minded Families & Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
From estate planning to values‑based giving, learn how to transform your windfall into wealth that endures across generations—and aligns with your deepest purpose. Windfalls are rare. Generational wealth is rarer still. For business owners, legacy‑minded families, or anyone who’s recently come into a substantial ...
<p>The post Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
