February 4, 2015 |
What is Medicaid Pre-Planning?
There are two main approaches to Medicaid planning. The first is known as crisis planning, where an individual is facing the risk of losing all ...
Learn MoreFebruary 4, 2015 |
There are two main approaches to Medicaid planning. The first is known as crisis planning, where an individual is facing the risk of losing all ...
Learn MoreFebruary 3, 2015 |
Single parents have a lot on their plates, but skipping over estate planning and tax planning is a bad idea. Many people overestimate the amount ...
Learn MoreFebruary 2, 2015 |
As people grow their wealth, they often forget about the fact that it can be exposed to major risks if not planning properly. Some of ...
Learn MoreJanuary 30, 2015 |
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 ...
Learn MoreJanuary 29, 2015 |
A New York woman is making headlines because she hasn’t included her sons in her will, opting instead to leave everything to her dog. The ...
Learn MoreJanuary 28, 2015 |
The bad news is that there are enough beneficiary mistakes to warrant two blog posts. The good news is that all of these are preventable ...
Learn MoreJanuary 27, 2015 |
Too often, the process of naming a beneficiary gets overlooked as the “easy part” of estate planning, but this also means that many mistakes can ...
Learn MoreJanuary 26, 2015 |
In a recent case out of Wyoming involving Greenhunter Energy and Western Ecosystems Tech, the Wyoming Supreme Court rendered a decision that allowed the piercing ...
Learn MoreJanuary 24, 2015 |
Hear Neel Shah, Managing Attorney of the Law Firm of Shah & Associates, P.C. describe the highlights of this weekly Blog Posts. Visit us ...
Learn MoreJanuary 21, 2015 |
It’s not always easy to think about the inevitable or to get knee deep in the financial or other details of your estate plan, but ...
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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>
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>
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>