01.22.2019
What Are the Most Important Duties of a Will Executor?
Establishing someone as the executor of your will requires advanced planning and careful thought about whether or not this person is indeed comfortable to serve …
Blog
01.21.2019
What Is Medicaid Crisis Planning?
Perhaps you are a loved one of adult elderly parents who may be in need of nursing home support and assistance or perhaps you are …
01.16.2019
Do You Really Need Help with Your Financial and Estate Planning?
There’s a strong chance that you don’t have the knowledge, patience, interest or time to deal with complicated financial matters. This is one of the …
01.15.2019
Impacts of the Tax Cut and Jobs Act Now Beginning to Affect Estate Planning
Many people might have overlooked the long-term implications of the Tax Cuts and Jobs Act. This 2017 act, however, has marked a real change from …
01.14.2019
Why You Need to Manage Your Money with Logic
It’s easy to get emotional about money, especially if you have spent much of your life working towards establishing and accomplishing financial goals. As your …
01.10.2019
Should I Put My Home in A Child’s Name?
Planning ahead for your future retirement and estate planning goals might lead you to question whose name is listed on the deeds to homes. Sometimes …
01.09.2019
What Is the Value of a Relationship Between a Beneficiary and a Trustee?
Selecting someone to serve as a trustee over this popular estate planning strategy is important because this individual might have regular and ongoing contact with …
01.09.2019
What Role Does the Principal Play in Establishing A Power of Attorney?
A power of attorney document enables someone else to make decisions on your behalf when he or she is installed as the agent. If you …
01.08.2019
How Important Is It If Your Estate Planning Be Followed to the Letter?
Do you have specific wishes or rules you’d like to place about inherited wealth? An independent and professional trustee might be the right choice as …
01.07.2019
Does the Law Require Certain People to Serve as Your Trustee?
The laws are generally not very strict about who can serve in the important role of a trustee or administrator of your established trust. However, …
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Recent Posts
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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>
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<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>
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<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>
