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Neel Shah, Esq., CEPA, CFP®
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Partner, Attorney & Financial Advisor
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Linda Farinola, CFA, CFP®, EA
Leadership Team
Partner, Financial Planner & Tax Accountant
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Recent Posts
Charitable Planning for Non-Parents: How to Build a Purpose-Driven Legacy
Explore charitable planning strategies tailored for individuals without children. Learn how to align your wealth with your values, create a lasting legacy, and reduce tax liabilities with thoughtful giving. Charitable Planning for Non-Parents: How to Build a Purpose-Driven Legacy When you don’t have children, legacy planning takes on a different—but equally ...
<p>The post Charitable Planning for Non-Parents: How to Build a Purpose-Driven Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Stay NJ: New Jersey’s Game Changer in Property Tax Relief for Seniors
Discover how the Stay NJ program helps New Jersey homeowners 65+ with property tax relief — eligibility, benefits, timeline, and application tips for 2025. Property taxes in New Jersey have long been a burden, especially for older homeowners on fixed incomes. In response, the state recently passed ...
<p>The post Stay NJ: New Jersey’s Game Changer in Property Tax Relief for Seniors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Choosing the Right Charitable Vehicle: A Strategic Guide for Legacy-Minded Families & Business Owners
Explore key differences between charitable trusts, donor-advised funds, and foundations. Learn how high-net-worth individuals can align giving with tax strategies and long-term legacy planning. How to Select the Right Charitable Structure for Your Legacy Goals For business owners, families post-liquidity ...
<p>The post Choosing the Right Charitable Vehicle: A Strategic Guide for Legacy-Minded Families & Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
