March 25, 2022 |
How To Take on The Hard Conversations with Family Members About Estate Planning
Are you worried about whether or not your parents have thought through and set up their estate plan? If not, you may be concerned that ...
Learn MoreHow To Take on The Hard Conversations with Family Members About Estate Planning
Are you worried about whether or not your parents have thought through and set up their estate plan? If not, you may be concerned that you and your siblings will be left to deal with probate on your own.
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Blogs for Estate Planning
March 24, 2022 |
Do Real Estate Assets Go Through Probate?
If you own any kind of real estate, including a home, you should include these in your will because there is a high chance they ...
Learn MoreMarch 18, 2022 |
Who is Responsible for Administering My Trust or Will in New Jersey?
The administration of a trust and will likely fall to two different people in New Jersey, depending on how your estate plan is structured. The ...
Learn MoreMarch 14, 2022 |
How to Recognize the Signs of Elder Abuse
Elder abuse is substantially under-reported, primarily because many people who are suffering as victims do not feel comfortable speaking up. Many others do not realize ...
Learn MoreMarch 10, 2022 |
Can I Still Plan My Estate During a Crisis?
A big reason why many people put off estate planning is because they’re not in a crisis. Without seeing an immediate need, it’s easy to ...
Learn MoreMarch 9, 2022 |
Is Active vs. Passive Actually Passé?
As a member of probably the last generation to grow up with a rotary dial phone in the house, I can still recall when there ...
Learn MoreMarch 4, 2022 |
Nearly Three-Quarters of Older Workers Regret This Financial Mistake
No one wants to enter retirement only to learn that there’s a key step they could have taken to protect themselves years before. By then, ...
Learn MoreMarch 3, 2022 |
New Jersey Hits Bottom Spot on States to Retire List
Do you plan to move to New Jersey to retire, or do you live there now? If so, you need to plan ahead to protect ...
Learn MoreMarch 2, 2022 |
Study Shows Older Retirees’ Funds Took Big Hits In 2021
When looking to your own future, there are three big concerns: retirement, long-term care planning, and estate planning. In many ways, the plans for each ...
Learn MoreFebruary 28, 2022 |
What Are the Downsides of Long-Term Care Insurance?
Recognizing the rising cost of health care and in particular of long-term care, you may be investigating the option for getting long term care insurance. ...
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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>
