Article-3203

March 11, 2015 |

Five Key Steps For Physicians to Reduce Estate Taxes and Protect Heirs

These days, physicians have a lot to worry about as they grow their assets. Many, after years of residency, are plunged into a higher income ...

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Article-3200

March 10, 2015 |

Insulating Your Assets Against Lawsuits: Getting Started

Lance Armstrong has done it- insulated his assets from being totally exposed to creditors. But there are reasons that other people outside of public figures ...

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Article-3194

March 9, 2015 |

Should Divorce Planning Be Included in Trusts?

Trust planning can be complex, which is why it should always be handled by an experienced estate lawyer. Depending on the type of trust you ...

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Article-3197

March 6, 2015 |

Why Avoid Estate Planning or Business Succession Planning? Elder Law vs Estate Law; How to Choose an Estate Attorney; IRS & Tangible Property

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 ...

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Article-3185

March 6, 2015 |

How to Choose an Estate Planning Attorney Who is Right For You

Putting your estate plan together and getting important questions answered is not something that should be underestimated. Selecting the professional that is right for your ...

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Article-3182

March 5, 2015 |

Why People Often Avoid Estate Planning

Most people recognize the value of doing it, but it’s either so difficult to work into their frame of mind or it’s something that seems ...

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Article-3178

March 4, 2015 |

Planning to Pass the Business to the Next Generation? You Need Succession Planning

There’s no doubt that it can be a real challenge for business owners to talk about succession planning. For some, it’s because their drive and ...

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Article-3175

March 3, 2015 |

IRS Activates New Regulations for Tangible Property

It’s tax time again, and trustees and executors involved in portfolios with real estate as well as businesses holding property should be aware of the ...

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Article-3172

March 2, 2015 |

What’s the Difference Between Elder Law and Estate Planning?

Even though there are often situations where these two practices blend into one another, talking about estate planning and elder law does not always mean ...

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Article-3167

February 27, 2015 |

Separating Personal Creditors From Business Creditors: Business Asset Protection Tips

As a business owner, you should recognize that it’s essential to separate personal creditors from business creditors. While a personal creditor refers to a debt ...

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Recent Posts

Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners

For many families, business owners, and high-net-worth individuals, one of the most valuable—but often misunderstood—tax concepts in estate planning is the step-up in basis. While discussions ...

<p>The post Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

New State Retirement Plan Requirements for Small Businesses in New Jersey and New York

Small businesses in New Jersey and New York may face new retirement plan compliance requirements in 2026. Learn who is affected, key deadlines, and important ...

<p>The post New State Retirement Plan Requirements for Small Businesses in New Jersey and New York first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever

Learn what a K-shaped economy means, how it affects investors and business owners, and why maintaining a diversified portfolio may help navigate an increasingly uneven ...

<p>The post Understanding the K-Shaped Economy: Why Portfolio Diversification Matters More Than Ever first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>