May 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 MoreSix 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 grow. Physicians have unique needs and should always consult with an estate planning specialist who is familiar with these risks. 
There are several steps that any physician might consider in the process of asset protection. These include retitling assets into another person’s name (although this does not always provide the highest layer of protection), establishing offshore trusts, creating partnerships or companies, investing in qualified retirement plans, and taking advantage of any applicable homestead laws.
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Blog
May 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Is My Will Out of Date?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 ...
Learn MoreMay 5, 2015 |
Is Medicaid Planning An Effort to Avoid Government Regulations?
For some reason, there’s a belief out there that Medicaid planning is against the law or in some way trying to circumvent the system. The ...
Learn MoreMay 4, 2015 |
Could Checklists Help Prevent Will Contests?
Although you won’t be around to witness it, a Will dispute can be extremely frustrating for your family members. To the extent that you can, ...
Learn MoreMay 1, 2015 |
What Are the Key Benefits of a Revocable Trust?
When it comes to options for planning your estate, the revocable trust tends to be more flexible than other tools. You can change it over ...
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