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Recent Posts
Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. The American Council of ...

The post Term vs. Permanent Life Insurance first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Do I Really Need a Living Will?

Has it been some time since you sat down with an estate planning lawyer? If you never created a living will, now is the time to find a lawyer who can help you navigate the creation and maintenance of that document. A living will is a key component of your estate planning process.

There are many different estate planning tools and documents available to you. But it is important to understand that not all of these are created equal. Some documents work well together, and others stand on their own to help you accomplish specific tasks. There are also some confusing terms and jargon that can pop up in the process of you planning your estate.

One common misconception is the difference between a will and a living will. Your last will and testament is the document that you use to pass on assets to loved ones and to name a guardian for your minor children. It is the most basic and important estate planning document and people of all ages should have one.

A living will, however, is a form of an advanced directive, which has legal and written instructions regarding the preferences for medical care if you become unable to make decisions for yourself. Advanced directives like a living will are not only for older people, because unexpected life decisions can pop up at any age. Make sure you set aside a time to consult with an experienced and knowledgeable lawyer to create both a last will and testament and a living will to accomplish your estate planning goals.

At our NJ estate planning law office, we work with individuals and families who want to protect their wishes. Contact us today for a consultation.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. The American Council of ...

The post Term vs. Permanent Life Insurance first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more