Special Report: Financial Planning

2001 and 2002 have been challenging and difficult years on many levels. Economically, our nation officially entered a recession, nearly a million workers have been laid off, and the bulls and bears are fighting it out on Wall Street. What is the best way to approach the uncertain financial future? In this special report, the New Jersey Law Journal highlights financial planning startegies for lawyers and their clients.

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It’s been a tough couple of years. Economically, our nation officially entered a recession, nearly a million workers have been laid off, and the bulls and bears are fighting it out on Wall Street. What is the best way to approach the uncertain financial future? This special report highlights financial planning strategies for lawyers and clients alike.
Getting Clients To Understand � and Take Action � Is the Most Important Step of Any Financial Plan Use of dramatic structure, instead of a blizzard of spreadsheets and bar graphs, will lead to more effective and persuasive client interactions. Plan Ahead for College Education Costs Because the time might come when children born today look into attending schools that cost $50,000 — or more — per year. Your Financial Future Depends on Five Elements These components interact and overlap in the planning process and should be viewed in the context of the whole. IRS Eases Blow for Early Tapping of IRA Ruling helps avert depletion of account as well as the 10 percent tax bite. Minimum Distribution Rules Are Better Than Ever New regulations are easier to understand and provide flexibility to taxpayers. How Can an ‘Innocent’ Spouse Avoid Paying Back Taxes? Filing jointly rise to joint and several liability even if the liability arises out of one spouse’s activities. IRS Looks to Code, Reverses Effect of 40-Year-Old Supreme Court Ruling Flips tax treatment of deferred compensation and nonstatutory stock options transferred incident to a divorce.

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