January 16, 2015 |
Shah & Associates Weekly Blog Summary – Week of January 12, 2015
Hear Neel Shah, Managing Attorney of the Law Firm of Shah & Associates, P.C. describe the highlights of this weekly Blog Posts. Call us ...
Learn MoreShah & Associates Weekly Blog Summary – Week of January 12, 2015
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Author: ron_rasco
January 15, 2015 |
Planning Checklist for A Money Conversation With an Aging Parent
Even in the tightest of families, talking about money can make anyone nervous. If you’ve got an aging parent, though, it’s a wise idea to ...
Learn MoreJanuary 14, 2015 |
Trust or Will: Which One is Right For You?
Whether you need a will or a trust in your estate plan is dependent on numerous factors, especially your income, the value of your assets, ...
Learn MoreJanuary 13, 2015 |
What Should Be on my 2015 Financial and Estate Planning Checklist?
It’s the most popular time of year for people to be setting goals, so it’s in your best interest to cash in on this extra ...
Learn MoreJanuary 12, 2015 |
4 2015 Tax Rules To Know
Every year it’s a good idea to check in and see what changes are coming about with regard to taxes as this may influence your ...
Learn MoreJanuary 6, 2015 |
Determining How Much To Leave Behind For Children
High net worth clients often face a challenge when it comes to figuring out how much should be left behind for their children. And the ...
Learn MoreJanuary 6, 2015 |
Tips for Business Asset Planning
As a business owner, you have multiple responsibilities to different people, and one of them involves critical long-term planning for your company. There are multiple ...
Learn MoreJanuary 6, 2015 |
Combining Your Estate Planning as a New Couple
Did you know that marriage proposals that occurred during November and December make up more than one quarter of all marriage proposal throughout the year? ...
Learn MoreJanuary 6, 2015 |
What to Cover in Family Meetings to Discuss Estate Planning
The holidays are certainly a busy time, but it’s also a good opportunity to get your family members together and discuss critical estate planning issues. ...
Learn MoreDecember 18, 2014 |
Can I Protect My Business Against Divorce?
Many business owners have put in a lot of hours and lost a lot of blood, sweat and tears in the process of building their ...
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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>
