January 19, 2015 |
Estate Planning for Business Owners: Initial Tips
Many business owners want to pass on the family business to their kids, but it’s important to remember that this should be a decision ...
Learn MoreEstate Planning for Business Owners: Initial Tips
Many business owners want to pass on the family business to their kids, but it’s important to remember that this should be a decision made after careful consideration. In the event that you are transferring it outside of the family, there’s no traditional approach that guarantees your success. The conversation about transferring the business should happen long before the new partner or partners is brought into the process.
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Blog
January 16, 2015 |
Shah & Associates Weekly Blog Summary – Week of January 12, 2015
Hear Neel Shah, Managing Attorney of the Law Firm of Shah & Associates, P.C. describe the highlights of this weekly Blog Posts. Call us ...
Learn MoreJanuary 15, 2015 |
Planning Checklist for A Money Conversation With an Aging Parent
Even in the tightest of families, talking about money can make anyone nervous. If you’ve got an aging parent, though, it’s a wise idea to ...
Learn MoreJanuary 14, 2015 |
Trust or Will: Which One is Right For You?
Whether you need a will or a trust in your estate plan is dependent on numerous factors, especially your income, the value of your assets, ...
Learn MoreJanuary 13, 2015 |
What Should Be on my 2015 Financial and Estate Planning Checklist?
It’s the most popular time of year for people to be setting goals, so it’s in your best interest to cash in on this extra ...
Learn MoreJanuary 12, 2015 |
4 2015 Tax Rules To Know
Every year it’s a good idea to check in and see what changes are coming about with regard to taxes as this may influence your ...
Learn MoreJanuary 6, 2015 |
Determining How Much To Leave Behind For Children
High net worth clients often face a challenge when it comes to figuring out how much should be left behind for their children. And the ...
Learn MoreJanuary 6, 2015 |
Tips for Business Asset Planning
As a business owner, you have multiple responsibilities to different people, and one of them involves critical long-term planning for your company. There are multiple ...
Learn MoreJanuary 6, 2015 |
Combining Your Estate Planning as a New Couple
Did you know that marriage proposals that occurred during November and December make up more than one quarter of all marriage proposal throughout the year? ...
Learn MoreJanuary 6, 2015 |
What to Cover in Family Meetings to Discuss Estate Planning
The holidays are certainly a busy time, but it’s also a good opportunity to get your family members together and discuss critical estate planning issues. ...
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Recent Posts
Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account
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 Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End
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>
The Power of Gifting: A Smart Strategy for Estate, Tax, and Financial Planning
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>
