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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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Article-3043

January 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 ...

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Article-3040

January 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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Article-3037

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 ...

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Article-3050

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 ...

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Recent Posts

The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them

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>

Are You Paying Taxes Today That You Could Be Planning Around?

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>

When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors

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>