According to research from the American Institute of CPAs, clients are sharing concerns about retiring with enough money. This is, in fact, the leading concern that clients to their financial advisors. Secondary concerns included how much should be withdrawn from retirement accounts and the rising costs of healthcare, all of which play into critical issues faced during and after retirement age. 
Planning ahead can be done successfully when you work with a team of knowledgeable professionals to create a comprehensive approach. With regards to financial and estate planning, you may have common goals across both spheres. Protecting the wealth that you have worked so hard to build may involve strategic planning like trusts or other vehicles.
According to research from the American Institute of CPAs, clients are sharing concerns about retiring with enough money. This is, in fact, the leading concern …
When you are getting married for the second or third time, there are important things you need to consider related to your estate planning. Since …
Hear the Attorneys of the Law Firm of Shah & Associates, P.C. describe the highlights of this weekly Blog Posts. For the full post, visit: …
A second marriage can be a time of excitement and celebration, but there are also important planning steps you need to take to ensure that …
A recent interview with Rob Lowe shows how people are often unaware of the pervasive long term care issue in the United States. Lowe, like many adults …
With spring on the way (or hopefully on the way shortly), it’s a great opportunity to do your spring cleaning. Your home isn’t the only …
Every business owner should have an asset protection plan, but it’s easy to get overwhelmed with day to day tasks and let this fall by …
Hear the Attorney’s of the Law Firm of Shah & Associates, P.C. describe the highlights of this weekly Blog Posts. For the full post, visit: …
In the majority of cases, a deceased person’s debts land in their estate for payment. If the amount of debt involved is substantial, however, it …
If you’re ahead of the curve or right on time, you should be wrapping up your income tax preparation for the year. Being knowledgeable about …
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Discover the most frequent mistakes windfall recipients make—overspending, poor tax planning, emotional missteps—and learn how high‑net‑worth individuals can avoid them. A large, unexpected sum of money can feel like unlimited possibility. ...
<p>The post Common Pitfalls After Unexpected Wealth—and How to Avoid Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Learn how the new SALT deduction cap in the One Big Beautiful Bill may create a tax torpedo for high-income earners—and what strategic planning can help you avoid it. How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It The recently proposed One Big Beautiful Bill (OBBBA) introduces sweeping tax changes—none more significant ...
<p>The post How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Why This Matters Now If you own a small to mid-size business in New York or New Jersey, there’s an important compliance issue you can’t afford ...
<p>The post New York & New Jersey Retirement Plan Mandates: What Business Owners Need to Know in 2025 first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
