February 13, 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 ...
Learn MoreFebruary 13, 2015 |
When a trustee becomes incapacitated or passes away, a successor trustee takes their place. In addition to managing the duties held by the previous trustee, ...
Learn MoreFebruary 12, 2015 |
In the wake of the last recession and an increase in competition throughout many markets, businesses can do a lot for themselves by planning ahead ...
Learn MoreFebruary 11, 2015 |
When your loved one is preparing to enter a nursing home, you may do some research on your own or even consult with a financial ...
Learn MoreFebruary 10, 2015 |
During the State of the Union address, Obama suggested a proposal to end the “step-up” provision for capital gains taxes. Although this would require the ...
Learn MoreFebruary 9, 2015 |
Susan Schneider, the widow of Robin Williams, is taking the children from Williams’ prior marriage to court, arguing that they have been removing property from ...
Learn MoreFebruary 6, 2015 |
Second marriages can be rewarding and fulfilling, but they can also introduce a whole new spectrum of financial problems if they don’t work out. Thankfully, ...
Learn MoreFebruary 5, 2015 |
A new study shows that the majority of families with a business don’t have a successor in place and that many parents are not even ...
Learn MoreFebruary 4, 2015 |
There are two main approaches to Medicaid planning. The first is known as crisis planning, where an individual is facing the risk of losing all ...
Learn MoreFebruary 3, 2015 |
Single parents have a lot on their plates, but skipping over estate planning and tax planning is a bad idea. Many people overestimate the amount ...
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Discover how an integrated team of tax, financial, and estate planning professionals can help business owners and families make more coordinated decisions, reduce complexity, and ...
<p>The post What Happens When Your CPA, Financial Advisor, and Estate Planning Attorney Work as One Team? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Tax planning is most effective before year-end. Learn how proactive strategies involving retirement contributions, charitable giving, capital gains, business deductions, and estate planning can help ...
<p>The post Why the Best Tax Planning Happens Before December first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
A successful business transition doesn’t happen by chance. Learn how succession planning helps business owners protect their legacy, preserve wealth, and prepare the next generation ...
<p>The post Succession Isn’t Retirement: How Business Owners Can Build a Transition Plan That Protects Their Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
