January 30, 2015 |
Shah & Associates Weekly Blog Summary – Week of January 26, 2015
Hear Neel Shah, Managing Attorney of the Law Firm of Shah & Associates, P.C. describe the highlights of this weekly Blog Posts. For the full ...
Learn MoreJanuary 30, 2015 |
Hear Neel Shah, Managing Attorney of the Law Firm of Shah & Associates, P.C. describe the highlights of this weekly Blog Posts. For the full ...
Learn MoreJanuary 29, 2015 |
A New York woman is making headlines because she hasn’t included her sons in her will, opting instead to leave everything to her dog. The ...
Learn MoreJanuary 28, 2015 |
The bad news is that there are enough beneficiary mistakes to warrant two blog posts. The good news is that all of these are preventable ...
Learn MoreJanuary 27, 2015 |
Too often, the process of naming a beneficiary gets overlooked as the “easy part” of estate planning, but this also means that many mistakes can ...
Learn MoreJanuary 26, 2015 |
In a recent case out of Wyoming involving Greenhunter Energy and Western Ecosystems Tech, the Wyoming Supreme Court rendered a decision that allowed the piercing ...
Learn MoreJanuary 24, 2015 |
Hear Neel Shah, Managing Attorney of the Law Firm of Shah & Associates, P.C. describe the highlights of this weekly Blog Posts. Visit us ...
Learn MoreJanuary 21, 2015 |
It’s not always easy to think about the inevitable or to get knee deep in the financial or other details of your estate plan, but ...
Learn MoreJanuary 19, 2015 |
Estate planning is a valuable exercise at just about any stage of life, but an often-overlooked aspect of planning has to do with communicating the ...
Learn MoreJanuary 19, 2015 |
Over the next several decades, trillions of dollars will be passed on to younger family members, representing what is considered the largest transfer of wealth ...
Learn MoreJanuary 19, 2015 |
Many business owners want to pass on the family business to their kids, but it’s important to remember that this should be a decision ...
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Before year-end, business owners should review profit projections, cash reserves, major purchases, retirement plan funding, and personal financial goals with their advisory team. The start ...
<p>The post Business Owners: Five Financial Conversations to Have Before December first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Before making year-end tax, investment, retirement, business, or charitable decisions, consider how each move affects your broader financial picture. Year-end financial planning often starts with ...
<p>The post Before You Make a Year-End Financial Move, Ask How It Affects the Rest of Your Financial Picture first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Franchise ownership can create financial complexity across businesses, investments, taxes, estate planning, and family wealth. Learn how a family office approach can help bring these ...
<p>The post Why the Family Office Approach Makes Sense for Franchise Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>