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Article-3083

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 ...

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Article-3080

February 3, 2015 |

The Single Parent’s Estate Planning Tips

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 ...

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Article-3077

February 2, 2015 |

Building Your Wealth? You May Need An Entity

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 ...

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Article-118767

January 30, 2015 |

Shah & Associates Weekly Blog Summary – Week of January 26, 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 ...

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Article-3066

January 29, 2015 |

Pampered Pooches and More: Woman Leaves $1 Million To Her Dog

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 ...

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Article-3063

January 28, 2015 |

Top Beneficiary Mistakes: Part Two

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 ...

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Article-3060

January 27, 2015 |

Top Beneficiary Mistakes: Part One

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 ...

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Article-3056

January 26, 2015 |

Veil Piercing Allowed: A Closer Look at Wyoming’s Recent Case

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 ...

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Article-3054

January 24, 2015 |

Shah & Associates Weekly Blog Summary – Week of January 19, 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 ...

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Article-3046

January 21, 2015 |

Estate Planning: Not a One-Time Process

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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Recent Posts

The Bond Market Today: How Iran, Inflation, and Interest Rates Are Influencing Fixed Income

Geopolitical tensions and rising oil prices are influencing inflation expectations and interest rate outlooks. Explore how current bond market dynamics may affect investors. Global events ...

<p>The post The Bond Market Today: How Iran, Inflation, and Interest Rates Are Influencing Fixed Income first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Understanding Gift Tax Returns: What They Are, When to File, and What You Need to Know

Learn what a gift tax return is, when it must be filed, key tax implications, deadlines, and how adding children to assets may trigger reporting requirements. Understanding Gift Tax Returns: A Practical Guide for Individuals and Families Gift giving is often part of a ...

<p>The post Understanding Gift Tax Returns: What They Are, When to File, and What You Need to Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Donor Advised Funds: A Strategic Tool for Estate Planning, Tax Efficiency, and Multigenerational Wealth

Learn how donor-advised funds can support estate planning, reduce tax exposure, and simplify charitable giving for high-net-worth individuals and families. Donor-Advised Funds: Aligning Philanthropy with Financial Strategy For individuals and families focused on long-term wealth stewardship, charitable giving is often more than an act of generosity—it’s a strategic component ...

<p>The post Donor Advised Funds: A Strategic Tool for Estate Planning, Tax Efficiency, and Multigenerational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>