What Are the Steps Involved in Administering an Estate?
It’s important to recognize that after a loved one passes away, no more estate planning can be done, even if you believe that the current …
It’s important to recognize that after a loved one passes away, no more estate planning can be done, even if you believe that the current …
These days, physicians have a lot to worry about as they grow their assets. Many, after years of residency, are plunged into a higher income …
Lance Armstrong has done it- insulated his assets from being totally exposed to creditors. But there are reasons that other people outside of public figures …
Trust planning can be complex, which is why it should always be handled by an experienced estate lawyer. Depending on the type of trust you …
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 …
Putting your estate plan together and getting important questions answered is not something that should be underestimated. Selecting the professional that is right for your …
Most people recognize the value of doing it, but it’s either so difficult to work into their frame of mind or it’s something that seems …
There’s no doubt that it can be a real challenge for business owners to talk about succession planning. For some, it’s because their drive and …
It’s tax time again, and trustees and executors involved in portfolios with real estate as well as businesses holding property should be aware of the …
Even though there are often situations where these two practices blend into one another, talking about estate planning and elder law does not always mean …
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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>