January 9, 2020 |
Cheers to 2020!
Happy New Year! It is 2020 and if you’re anything like me, you’ve set some goals for this year. Maybe your goals involve estate planning. ...
Learn MoreCheers to 2020!
Happy New Year! It is 2020 and if you’re anything like me, you’ve set some goals for this year.
Maybe your goals involve estate planning. Maybe your goals involve financial planning. Maybe your goals involve just eating healthier. This is not an optical illusion. This drink is actually green and it is made for me with love by my wife, Pinky. It’s spinach, there’s a protein powder and if you really want the recipe, I’m not the right person to ask.
My point is I have goals that I want to accomplish this year and I know what I’m capable of. I know that I’m a powerful strong person. But I also know that I need a little bit of help and there’s nobody who’s a bigger advocate for health that I know than my wife and I’m going to get her help.
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Blog
January 8, 2020 |
What You Need to Know About Collecting Inventory of Estate Property
A personal representative appointed to manage an estate or an executor named in the will by the person who passed away has many different responsibilities ...
Learn MoreJanuary 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, ...
Learn MoreJanuary 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 ...
Learn MoreJanuary 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 ...
Learn MoreDecember 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 ...
Learn MoreDecember 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 ...
Learn MoreDecember 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 ...
Learn MoreDecember 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 ...
Learn MoreDecember 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 ...
Learn MoreSchedule your free Exploratory phone call
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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>
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<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>
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<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>
