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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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>
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>
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>