November 30, 2015 |
Elder Law Preparation: A Legacy Account & Social Media
Planning for the future in terms of your estate may also include putting together a place for friends and family together and share memories. On ...
Learn MoreElder Law Preparation: A Legacy Account & Social Media
Planning for the future in terms of your estate may also include putting together a place for friends and family together and share memories. On Facebook, this can be done by memorializing an account. 
It is imperative that you give someone the access details to your account or set up a memorial option so that someone else can manage your page if you were to pass away. This can allow bereaving family members and friends to have a place to remember good memories about you and to be able to heal through the process of saying good bye. Shared content will remain and remembrances can be added, but such a memorialized account does not appear on birthday reminders or the ‘People You May Know’ feature of Facebook.
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Blogs for November 2015
November 27, 2015 |
What You Can Learn About Asset Protection Planning from the Ocean?
Much like offshore assets, the Caribbean reef squid is a master of disguise. Its skin composition allow it to blend into surroundings and in ...
Learn MoreNovember 26, 2015 |
Estate Planning is for Singles as Well
Although the needs of a single individual could be different, the importance of conducting planning in this situation is just as important. A will ...
Learn MoreNovember 25, 2015 |
Video: What is the difference between a “Will”, a “Living Will”, and a “Living Trust?”
What is the difference between a “Will”, a “Living Will”, and a “Living Trust?” Hear Attorney Neel Shah of Shah & Associates P.C. explain. For ...
Learn MoreNovember 25, 2015 |
The Three Steps to Estate Planning
While techniques and strategies abound for estate planning, motivation to act in this manner is harder to trigger. Many people fear volatility and uncertainty leading ...
Learn MoreNovember 24, 2015 |
Medicaid: The Community Spouse and the MMMNA
When a Medicaid applicant has been approved and placed in a nursing facility, the community spouse’s income does not figure into determining eligibility for that ...
Learn MoreNovember 23, 2015 |
Why is Business Succession Planning an Ounce of Prevention?
A person given a one-third chance of survival in life is alerted to this fact. But in many cases a person whose business faces ...
Learn MoreNovember 20, 2015 |
What Happens to Your Debt When You Die?
Although there’s plenty of talk about how you should prepare your assets for your death, it’s also beneficial to think about handling your debts. If ...
Learn MoreNovember 19, 2015 |
What is a Captive Insurance Company?
In the process of putting together a risk management plan, your attorney or other advisor might suggest using a captive insurance company for your business. ...
Learn MoreNovember 18, 2015 |
What is the CEO Succession Crisis?
It’s been said that the CEO succession process is broken in America. Although many situations call for a new generation of leaders to take the ...
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Recent Posts
Irrevocable Life Insurance Trusts: A Strategic Tool for Legacy and Estate Planning
Learn how irrevocable life insurance trusts (ILITs) can help families manage estate planning goals, provide liquidity, and support multigenerational wealth transfer strategies. For families focused on preserving wealth across generations, estate planning often involves more than drafting a will or updating ...
<p>The post Irrevocable Life Insurance Trusts: A Strategic Tool for Legacy and Estate Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
The Hidden Cost of a Disjointed Financial Portfolio
Many families and business owners unknowingly create financial inefficiencies by spreading investments and insurance across multiple advisors and institutions. Learn why coordinated financial oversight matters. Successful business owners and high-net-worth families often accumulate financial accounts over time. A retirement account here. A brokerage relationship there. ...
<p>The post The Hidden Cost of a Disjointed Financial Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Tax Traps to Avoid in Your 30s, 40s, and 50s
Avoid costly tax mistakes in your 30s, 40s, and 50s with practical financial planning strategies designed for business owners, professionals, and families building long-term wealth. Tax planning is not a one-time exercise. As your income, investments, business interests, and family responsibilities evolve, ...
<p>The post Tax Traps to Avoid in Your 30s, 40s, and 50s first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
