Self-settled asset protection trusts get more buzz these days, but they weren’t even recognized in the United States until the latter part of the 1990s. Before this time, putting together a self-settled trust required establishment outside U.S. borders. In 1997, though, Alaska recognized self-settled trusts and Delaware followed. 
Currently, self-settled trusts are not a nationwide trend as only fifteen states recognize them. These include Alaska, Delaware, Hawaii, Mississippi, Missouri, Nevada, New Hampshire, Ohio, Oklahoma, Rhode Island, South Dakota, Tennessee, Utah, Virginia, and Wyoming.
Self-settled asset protection trusts get more buzz these days, but they weren’t even recognized in the United States until the latter part of the 1990s. …
One of the most popular approaches to estate planning has to do with safeguarding assets against possible losses. Asset protection trusts are one common way …
A fair amount of taxpayers are familiar with at least the basics behind gifts and taxes, but it’s important to understand your obligations when making …
One of the most important parts of your lifetime estate planning has to do with a power of attorney. This document gives one or more …
Elder law refers to a practice that is devoted to the needs of older clients. Elder law attorneys have specialized knowledge about long-term care planning, …
If you die without a will, the laws of the state in which you lived will determine what happens to the assets inside your estate. …
Before determining that a revocable living trust is the right fit for you, you should evaluate several factors. The term “living trust” may be exchanged …
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 …
If you feel overwhelmed or confused by the process of business succession planning, you’re not alone. In fact, this is a common challenge facing many …
Most people would consider these items, also referenced as “belongings” to be important or of sentimental value, but they often get overlooked in the estate …
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<p>The post Common Pitfalls After Unexpected Wealth—and How to Avoid Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<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>
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<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>
