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Article-95338

November 1, 2017 |

Avoid the Newest Form of Social Security and Medicare Scams

Unfortunately, elderly individuals are in the market for crucial government assistance programs such as social security and Medicare. Scammers recognize this and given the many ...

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Article-95335

October 31, 2017 |

Study Shows That Some People Need Outside Motivation in Order to Save For Retirement

Most people know in the back of their minds that it makes sense to save ahead of their retirement. However, a new study shows that ...

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Article-95332

October 30, 2017 |

Estate Planning and Goals: What You Need to Know

Estate planning goes beyond just planning for taxes; you need to have specific goals for your estate plan, such as whether or not you want ...

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Article-95328

October 26, 2017 |

Are Your Assets Enough to Warrant an Estate Plan?

The majority of estate plans are drafted by attorneys and this is primarily done because many people are not aware of their rights and responsibilities ...

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Article-95325

October 25, 2017 |

Think About More Than Just Money for Your Children’s Estate Planning

If you are thinking ahead about how you can support your minor children, you need to consider more than just the money.  Do you know ...

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Article-95322

October 24, 2017 |

It Makes Sense to Do Your Year-End Tax Planning Now

  It might seem like you’re still just beginning the fourth quarter but it is still a good opportunity to consider your 2017 tax return. ...

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Article-95311

October 20, 2017 |

A Personal Note from Managing Attorney Neel Shah 10/20/2017

Last week I was privileged to present at a National Symposium in Los Angeles as part of WealthCounsel & ElderCounsel, which is an elite network ...

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Article-95304

October 19, 2017 |

What to Do If You’re Stressed Out by Receiving a Large Inheritance

  If you find yourself overwhelmed and with some anxiety after receiving a large inheritance, you’re not alone. This can be a stressful situation for ...

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Article-95301

October 18, 2017 |

What Art Collectors and Dealers Should Know About Proposed Reform

  The tax code reform framework on the table in DC does have some important ramifications for art related businesses and art collectors. The new ...

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Article-95298

October 17, 2017 |

What Role Does Your Community Play in Estate Planning?

  As you tackle the subject of estate planning, you may have questions about what happens to excess money if you have already considered all ...

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Recent Posts

Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You

Many people look forward to a tax refund, but is it actually a good financial outcome? Learn what a tax refund means and how to think about withholding and tax planning. Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You Each spring, millions of Americans eagerly await their tax refund. For many households, ...

<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Five Key Considerations for Aging in Place Safely and Successfully

Aging in place requires more than staying home. Explore five essential areas families should plan for—from safety modifications to care support and financial planning. Aging in place is often associated with independence and familiarity. Yet remaining in the home long-term requires ...

<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options

Choosing between a lump sum payout and a lifetime pension can be one of the most important retirement decisions. Learn the key factors to evaluate ...

<p>The post Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>