Both running a successful business and having a successful marriage require commitment and hard work. Operating a business as a married...

The only constant in estate planning is change. While you can do your best to be proactive and stay abreast of changing regulations, it...

Earlier in the year, Senator Bernie Sanders proposed new legislation that could make waves in the estate planning world. The “For the...

scheduling a consultation online This spring, President Joe Biden outlined a new infrastructure plan and American Families Plan to the...

New presidents often mark the beginning of a new era of tax laws. For President Biden, the estate tax is a very likely target for change....

The Wall Street Journal recently provided some guidance for Americans relocating overseas in “Moving Abroad? Here’s the Checklist.”...

When it comes to planning, the focus is typically on making you better prepared for the future. That means limiting taxes, creating wiser...

For the Scripps family, who were heirs to a media fortune, they simply spent their millions. According to an article on CNBC.com, “The...

One would think that big stars like Prince would have a team of high-powered advisors, compared to the average Joe and Jane. But that...

Insurance planning shouldn’t begin until there’s been some financial planning, according to CNBC in its article “3 life insurance...

The issue of whether your Social Security benefits are taxed is based on your “provisional income.” This is your adjusted gross...

Many parents face this issue, says NJ 101.5 in its recent post, “When you don’t trust a child with money.” There are some children,...

According to the regulations.gov post “Estate, Gift, and Generation-skipping Transfer Taxes: Restrictions on Liquidation of an Interest,”...

Are you an inventor, an author, artist or the owner of a closely held business? If so, you may have already taken action to secure your...

A majority of Americans (about 66%) don’t have a written will, and for most, it’s something they’ve postponed until later. It’s natural...

Many of us have invested in a 401(k) or some similar savings plan so that we can enjoy a comfortable retirement. But did you know that...

As you get older, you, your older relatives or both may need to address questions about how to leave assets to others when you pass away....

NJ101.5’s article, “How you can fight banks on power of attorney,” says that a bank’s refusal to accept a valid power of attorney has...

If you want to keep your vacation house in the family, start planning. If you don’t include it as part of an overall estate plan, it can...

The ruling lets same-sex couples file jointly for tax purposes and changes estate planning because now many requirements of opposite-sex...