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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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Article-96663

September 23, 2019 |

Two Kinds of Advanced Directives

Did you know that there are two ways you can explain your wishes should something happen to you and you are unable to advocate for ...

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Article-96658

September 18, 2019 |

Are You One of the Many Adults Who Find Finances Daunting?

Thinking ahead about your future requires careful and complex consideration of a variety of issues. A recent study by Unum shows that many adults find ...

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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>