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 ...
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 ...
Learn MoreJanuary 19, 2015 |
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 |
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 ...
Learn MoreJanuary 19, 2015 |
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 MoreJanuary 16, 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 ...
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A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...
<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...
<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...
<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>