April 7, 2015 |
Income Taxes and Estate Planning: The Time is Right
If you’re ahead of the curve or right on time, you should be wrapping up your income tax preparation for the year. Being knowledgeable about ...
Learn MoreIncome Taxes and Estate Planning: The Time is Right
If you’re ahead of the curve or right on time, you should be wrapping up your income tax preparation for the year. Being knowledgeable about where you or your business succeeded in the past year can be a wakeup call about revising your estate plan. Over the course of one year, a lot of things can change in a person’s life or a business. This might call for some changes in your asset protection planning or estate planning as well.
This can be a very valuable exercise especially if you claimed new deductions from this past year- did you buy a house? Have a child? It might be time to reconsider your approach towards planning or to at minimum update your estate planning documents to reflect new beneficiaries.
Schedule a meeting with a member of our advisory team
Blogs for Estate Planning
April 6, 2015 |
Who Handles My Affairs If I Am Unable to Do It?
One of the cornerstones of elder law planning involves a durable power of attorney that helps you safeguard against a possible inability to manage your ...
Learn MoreMarch 31, 2015 |
Asset Protection Trusts; Long Term Care- 4 Ways to Pay; Gift Tax Return Needed? Convert S Corp into LLC
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 MoreMarch 30, 2015 |
Should I Do a Will Or Living Trust? Part One
Anytime you hit the Internet to do some kind of research, you’re likely involved in thinking about the situation at hand, how a product or ...
Learn MoreMarch 27, 2015 |
Should I Convert My S Corporation to an LLC?
It’s very popular for business owners to operate under the structure of an S corporation. This allows business owners to generally avoid “double taxation” that ...
Learn MoreMarch 26, 2015 |
Business Planning/Taxes;Revocable Living Trusts;Dying w/o Will;Elder Law Attorney;Power of Attorney
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 MoreMarch 26, 2015 |
The Four Ways to Pay For Long Term Care
With increasing longevity and awareness surrounding elder care issues, more people are seeking out options to plan for long-term care. In the event that you ...
Learn MoreMarch 18, 2015 |
What Happens if I Die Without a Will?
If you die without a will, the laws of the state in which you lived will determine what happens to the assets inside your estate. ...
Learn MoreMarch 17, 2015 |
Revocable Living Trusts – What You Must Know
Before determining that a revocable living trust is the right fit for you, you should evaluate several factors. The term “living trust” may be exchanged ...
Learn MoreMarch 17, 2015 |
Divorce+Trusts? Insulating Assets from Lawsuits; 5 Key Steps for Physicians; Estate Administration
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 ...
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<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 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>
