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 ...
Learn MoreA 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 of Estate Planning and Elder Law practitioners from across the country. Needless to say, it was a humbling experience to be considered an expert on something amongst a group of my colleagues and peers.
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Blog
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 ...
Learn MoreOctober 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 ...
Learn MoreOctober 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 ...
Learn MoreOctober 16, 2017 |
So My Estate Plan is Finally Complete. What Do I Need to Do Now?
After you’ve put together your ancillary documents, your power of attorney, your trusts and your will, you might assume that you’re prepared for anything. While ...
Learn MoreOctober 12, 2017 |
Are You Overlooking These Common Digital Assets in Your Estate Planning?
It makes sense that any digital assets that contain money or something of value should be considered in your digital estate plan. However, with a ...
Learn MoreOctober 11, 2017 |
New Research Shows That Parents Play Favorites with Children in Estate Planning and More
Parents may try their best to treat children equally. However, a new research study shows that they may have a favorite and it will ...
Learn MoreOctober 10, 2017 |
Key Questions to Ask When Giving Away Your Money Before You Pass Away
There are ten key questions that you should consider in the process of thinking about giving away money as part of your estate. Consulting with ...
Learn MoreOctober 9, 2017 |
New Opposition to Estate Tax Rule from Presidential Administration Could Affect Business Owners with Wealth
The Treasury Department is currently evaluating a proposed regulation that could change how wealthy business owners are eligible to pass on businesses to their children ...
Learn MoreOctober 5, 2017 |
Looking at All Sides of Your Estate Plan
Most estate planning conversations with a lawyer have to do with the trusts that are set up upon each individual’s death, their attitudes or self-sustaining ...
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<p>The post The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Asset Allocation vs. Asset Location: What High-Net-Worth Families Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Understanding Qualified Personal Residence Trusts (QPRTs): A Strategic Approach to Transferring Wealth Through Real Estate first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
