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 ...
Learn MoreBuilding 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 the most common threats to wealth include lawsuits, bankruptcy, or divorce, but an individual may only realize just how harmful these can be after it’s too late. Using trusts, LLCs, or other entities, your assets can be protected from these dangerous threats.
Typically, a basic approach to asset protection is to guard assets from lawsuits first. Yet, as it mentioned in this Time article talking about building wealth, clients are often not convinced about the benefits of doing this even when it’s brought up by a professional. In many cases, the hesitation has to do with the way you think about money. 
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Blog
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 ...
Learn MoreJanuary 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 ...
Learn MoreJanuary 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 ...
Learn MoreJanuary 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 ...
Learn MoreJanuary 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 ...
Learn MoreJanuary 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 ...
Learn MoreJanuary 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 ...
Learn MoreJanuary 19, 2015 |
Using Communication To Make Estate Planning Easier
Estate planning is a valuable exercise at just about any stage of life, but an often-overlooked aspect of planning has to do with communicating the ...
Learn MoreJanuary 19, 2015 |
Major Changes Ahead in Wealth Transfer
Over the next several decades, trillions of dollars will be passed on to younger family members, representing what is considered the largest transfer of wealth ...
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Recent Posts
Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account
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<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>
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<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>
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<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>
