Financial Planning Association of New Jersey Regional Meeting
Topics- "Proper Planning for the Year After Death":
• Executor’s time line; recognizing key dates
• Do’s and don’ts for executors
• Understanding NJ Tax waivers and their impact
• Underestimating liquidity needs
• Importance of proper titling
• Planning for business transition; interim management, owner succession, valuation
• Impact of missing or incorrect beneficiary designations on IRA or Insurance policies
• Issues resulting from not removing deceased’s name from accounts, property
• Tax Return checklist; what to file and when
• Optional valuation dates
• What to do if an RMD hasn’t been taken?
Time: 8:30 am - 10:00 am
Location: Lincoln Financial Group & Sagemark Consulting
61 S. Paramus Rd, Suite 425, Paramus, NJ 07652
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