Article-96949

February 19, 2020 |

My Parent is Struggling with Dementia: What Now?

If your loved one was recently diagnosed with dementia, the entire family has plenty of things to think about. It’s hard to determine when things ...

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Article-96946

February 18, 2020 |

Attorney Shah Chimes in: Wall Street Journal Estate Planning

Attorney Neel Shah was recently featured in a Wall Street Journal article about making decisions to distributing unequally among your children. While the easiest solution ...

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Article-96941

February 17, 2020 |

Getting Married Midlife: Don’t Forget Your Estate

Getting married to someone in later years is becoming increasingly common. In fact, plenty of research studies are looking into how Millennials choices to get ...

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Article-96937

February 12, 2020 |

Why You Need A Plan for Your Estate No Matter Your Stage in Life

There are so many misconceptions surrounding the process and the need for estate planning. It’s all too easy to brush this off or assume that ...

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Article-96934

February 11, 2020 |

Update Your Estate Plan to Match SECURE

A few impacts emerge from the Secure Act or the Setting Every Community Up for Retirement Enhancement; one of the biggest challenges associated with carrying ...

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Article-96931

February 10, 2020 |

What You Should Know About New Jersey’s Inheritance Laws

There is no longer an estate tax in New Jersey, but there is still an inheritance tax. This law has many different exemptions and complications, ...

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Article-96922

February 7, 2020 |

What Happens When You Fail at Market Timing?

The impact of missing just a few of the market’s best days can be profound, as this look at a hypothetical investment in the stocks ...

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Article-96919

February 5, 2020 |

How to Fit Your Stepkids Into Your Estate Plan

One of the most complicated facets of estate planning emerges when you’ve been married more than once or have children from a previous relationship. Naturally, ...

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Article-96916

February 4, 2020 |

Does an Executor of an Estate Have to Use an Attorney to Execute the Will?

When you are appointed as the executor of an estate, it is important to review the instructions from the person who created this document. When ...

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Article-96913

February 3, 2020 |

What Can You Learn from the Biggest Celebrity Estate Mistakes?

It seems like every few months another celebrity is covered in the news with an estate planning mess. With the recent passing of Kobe Bryant, ...

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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>

Are You Paying Taxes Today That You Could Be Planning Around?

Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...

<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>

When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors

As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...

<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>