Resources

Building a successful business takes resources and commitment. After pouring time, energy, and financial equity into a business, it’s rewarding when your child takes an interest in what you do and becomes a part of it. Family and closely-held business owners will often gift ownership interests to their child as […]

For many, talking finances before walking down the aisle is the epitome of anti-romanticism. But host Pat Barbarito and featured guest Gary Botwinick believe that having a clear understanding of your individual and combined assets – and how you both expect to manage those – at the beginning of a marriage can actually lay […]

As published in Forbes, December 3, 2021. By Edward Segal HBO’s hit show, Succession follows a dysfunctional family as they navigate the complexities (and drama) of running a family-owned conglomerate headquartered in New York City. While the show is pure fiction, journalist Edward Segal draws parallels to real-life business owners […]

Understanding the Importance for Planning of your Future and your Beneficiaries’ Needs We all know the saying, “There are two things in life that are unavoidable: death and taxes.” But what about death taxes? Prior to 2018, New Jersey residents often used the terms “estate tax” and “inheritance tax” interchangeably […]