May 22, 2015 |
Estate Planning Tips for U.S. Expats
Even though it might seem overwhelming and confusing, there are six key steps you can take to have a solid estate plan in place before ...
Learn MoreEstate Planning Tips for U.S. Expats
Even though it might seem overwhelming and confusing, there are six key steps you can take to have a solid estate plan in place before you exit the U.S. Here’s what to do when you’re planning to leave. 
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Blogs for Estate Planning
May 20, 2015 |
Common Threats to Your Assets
Have you ever heard the phrase “the best offense is a good defense”? It doesn’t matter how intelligent you are or how in tune you ...
Learn MoreMay 18, 2015 |
Are Trusts Only For the Wealthy?
A common misconception holds that living trusts are only for the very rich. The belief may stem from history; in the 16th century Britain kings ...
Learn MoreMay 13, 2015 |
Six Ways for Physicians to Protect Their Assets
After years of education and hard work, physicians might feel as if they have been exposed to major risk as their wealth finally starts to ...
Learn MoreMay 12, 2015 |
The Value of Flexibility in Estate Planning for the Future
There are many changes happening in the world on a daily basis, not the least of which has to do with technology. Laws and social ...
Learn MoreMay 11, 2015 |
Is GRAT Under Threat?
When Congress finally passed the American Taxpayer Relief Act at the beginning of 2013, everyone was hopeful that the years of uncertainty about estate tax ...
Learn MoreMay 8, 2015 |
Estate Planning is About More Than Document Creation
Whether you’re an individual setting up your plans for your loved ones to receive assets after you pass away or a business owner trying to ...
Learn MoreMay 7, 2015 |
Estate PLanning Tips for Incapacity,for Homeowners & for Single Individuals;Key Benefits of a Revocable Trust
https://www.youtube.com/watch?v=2iOFLzuTnRE&index=1&list=PLB62qn_iXR3vt6TgAOfAE6aXpQyrhHtdn Hear the Attorneys of the Law Firm of Shah & Associates, P.C. Describe the Highlights of this Week’s Blog Posts. For the full post, ...
Learn MoreMay 7, 2015 |
Is My Will Out of Date?
Standard estate planning advice goes that you should at least have a Will for estate planning purposes, but it’s imperative that you understand the importance ...
Learn MoreMay 6, 2015 |
Fast Facts on Multigenerational IRAs and Estate Planning
A multi-generational IRA is one that allows an individual’s retirement plan to be “stretched” to first-generation beneficiaries as well as subsequent heirs. This is why ...
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Recent Posts
October 2026 Tax Deadlines: What Individuals and Business Owners Should Know
October 15, 2026 is an important federal tax deadline for many individuals and corporations that requested extensions. Here’s what taxpayers should know as the deadline ...
<p>The post October 2026 Tax Deadlines: What Individuals and Business Owners Should Know first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Q3 2026 Quarterly Outlook: A Changing Fed, Persistent Inflation and What Investors Should Watch first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<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>
