February 13, 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 ...
Learn MoreFebruary 13, 2015 |
When a trustee becomes incapacitated or passes away, a successor trustee takes their place. In addition to managing the duties held by the previous trustee, ...
Learn MoreFebruary 12, 2015 |
In the wake of the last recession and an increase in competition throughout many markets, businesses can do a lot for themselves by planning ahead ...
Learn MoreFebruary 11, 2015 |
When your loved one is preparing to enter a nursing home, you may do some research on your own or even consult with a financial ...
Learn MoreFebruary 10, 2015 |
During the State of the Union address, Obama suggested a proposal to end the “step-up” provision for capital gains taxes. Although this would require the ...
Learn MoreFebruary 9, 2015 |
Susan Schneider, the widow of Robin Williams, is taking the children from Williams’ prior marriage to court, arguing that they have been removing property from ...
Learn MoreFebruary 6, 2015 |
Second marriages can be rewarding and fulfilling, but they can also introduce a whole new spectrum of financial problems if they don’t work out. Thankfully, ...
Learn MoreFebruary 5, 2015 |
A new study shows that the majority of families with a business don’t have a successor in place and that many parents are not even ...
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 ...
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Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...
<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...
<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Discover how strategic gifting can help reduce future estate taxes, support loved ones, and create a lasting legacy as part of a comprehensive estate and financial planning strategy. When most people think about estate planning, they picture wills, trusts, and beneficiary designations. While those documents are essential, one often-overlooked strategy can provide ...
<p>The post The Power of Gifting: A Smart Strategy for Estate, Tax, and Financial Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
