May 18, 2015 |
Are Trusts Only For the Wealthy?
A common misconception holds that living trusts are only for the very rich. The belief may stem from history; in the 16th century Britain kings ...
Learn MoreAre Trusts Only For the Wealthy?
A common misconception holds that living trusts are only for the very rich. The belief may stem from history; in the 16th century Britain kings often controlled their lords’ power by seizing and distributing their lands as they died; the structure of a trust allowed circumvention by deeding property to the church, with the understanding it would later revert to the proper heirs. 
By measure of the 2010 Survey Of Consumer Finances only 1.3% of Americans have received monies through a trust.
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Blog
May 15, 2015 |
Fast Facts on Nursing Homes and Medicaid
Last week on the blog we discussed how, when done properly, Medicaid planning is just a piece of the estate planning puzzle rather than an ...
Learn MoreMay 14, 2015 |
Business Succession: No One Size Fits All
Although there are certainly trends in business succession, this doesn’t always mean that the general approach is the best one. Planning ahead and carefully considering ...
Learn MoreMay 13, 2015 |
Six Ways for Physicians to Protect Their Assets
After years of education and hard work, physicians might feel as if they have been exposed to major risk as their wealth finally starts to ...
Learn MoreMay 12, 2015 |
The Value of Flexibility in Estate Planning for the Future
There are many changes happening in the world on a daily basis, not the least of which has to do with technology. Laws and social ...
Learn MoreMay 11, 2015 |
Is GRAT Under Threat?
When Congress finally passed the American Taxpayer Relief Act at the beginning of 2013, everyone was hopeful that the years of uncertainty about estate tax ...
Learn MoreMay 8, 2015 |
Estate Planning is About More Than Document Creation
Whether you’re an individual setting up your plans for your loved ones to receive assets after you pass away or a business owner trying to ...
Learn MoreMay 7, 2015 |
Estate PLanning Tips for Incapacity,for Homeowners & for Single Individuals;Key Benefits of a Revocable Trust
https://www.youtube.com/watch?v=2iOFLzuTnRE&index=1&list=PLB62qn_iXR3vt6TgAOfAE6aXpQyrhHtdn Hear the Attorneys of the Law Firm of Shah & Associates, P.C. Describe the Highlights of this Week’s Blog Posts. For the full post, ...
Learn MoreMay 7, 2015 |
Is My Will Out of Date?
Standard estate planning advice goes that you should at least have a Will for estate planning purposes, but it’s imperative that you understand the importance ...
Learn MoreMay 6, 2015 |
Fast Facts on Multigenerational IRAs and Estate Planning
A multi-generational IRA is one that allows an individual’s retirement plan to be “stretched” to first-generation beneficiaries as well as subsequent heirs. This is why ...
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