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Article-3308

April 8, 2015 |

Dealing With Debts on Death: Some Planning Tips

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 ...

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Article-3305

April 7, 2015 |

Income Taxes and Estate Planning: The Time is Right

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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Article-3298

April 6, 2015 |

Who Handles My Affairs If I Am Unable to Do It?

One of the cornerstones of elder law planning involves a durable power of attorney that helps you safeguard against a possible inability to manage your ...

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Article-3290

April 3, 2015 |

Benefits of an Annual Business Protection/Continuity Planning Review

Business owners are continually focused on managing risks, expanding the company, and enhancing profitability. As your company grows, it’s especially important to look at your ...

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Article-3285

April 2, 2015 |

Estate Tax Repeal Bill Likely Headed for a Vote

In early March, Representatives Kevin Brady and Sanford Bishop introduced an estate tax repeal bill currently known as HR 1105. Although this isn’t the first ...

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Article-3282

April 1, 2015 |

Should I Just Give My Assets to My Kids To Qualify for Medicaid?

In the event that you or your spouse are facing a long-term care crisis and are concerned about spending down your assets quickly in order to ...

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Article-3293

March 31, 2015 |

Asset Protection Trusts; Long Term Care- 4 Ways to Pay; Gift Tax Return Needed? Convert S Corp into LLC

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 ...

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Article-3279

March 31, 2015 |

Should I Do a Will or a Living Trust? Part Two

If you read yesterday’s post, you’ll know that wills and living trusts each accomplish three goals, but they are not one and the same. Neither ...

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Article-3276

March 30, 2015 |

Should I Do a Will Or Living Trust? Part One

Anytime you hit the Internet to do some kind of research, you’re likely involved in thinking about the situation at hand, how a product or ...

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Article-3268

March 27, 2015 |

Should I Convert My S Corporation to an LLC?

It’s very popular for business owners to operate under the structure of an S corporation. This allows business owners to generally avoid “double taxation” that ...

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Recent Posts

Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You

Many people look forward to a tax refund, but is it actually a good financial outcome? Learn what a tax refund means and how to think about withholding and tax planning. Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You Each spring, millions of Americans eagerly await their tax refund. For many households, ...

<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Five Key Considerations for Aging in Place Safely and Successfully

Aging in place requires more than staying home. Explore five essential areas families should plan for—from safety modifications to care support and financial planning. Aging in place is often associated with independence and familiarity. Yet remaining in the home long-term requires ...

<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options

Choosing between a lump sum payout and a lifetime pension can be one of the most important retirement decisions. Learn the key factors to evaluate ...

<p>The post Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>