Article-3148

February 23, 2015 |

New Facebook Feature Allows for “Legacy” Planning

Facebook has become a hotspot for all kinds of users, but one of the challenges presented to the company was how to handle what happens ...

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Article-3143

February 20, 2015 |

Estate Planning for Intellectual Property, Part Two

If you checked out yesterday’s post and think that you may have a copyright or patent, or that a loved one does, it’s important to ...

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Article-3140

February 19, 2015 |

Estate Planning for Intellectual Property: Part One

Do you own a copyright, patent, or some other form of intellectual property? These assets might not be tangible, but they certainly can be valuable. ...

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Article-3137

February 18, 2015 |

The High Cost of Alzheimer’s

Around the world, there are more than 15 million people caring for someone who suffers from Alzheimer’s. While many of these individuals are aware of ...

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Article-3134

February 17, 2015 |

Malcolm Butler Gets MVP Truck… and the Tax Consequences

A Chevrolet truck presented to Tom Brady for recognition as the New England Patriot’s MVP during the Super Bowl will instead pass to his teammate, ...

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Article-3130

February 16, 2015 |

Whitney Houston’s Estate in Question

The sole heir to Whitney Houston’s estate, Bobbi Kristina Brown, has been in a medically-induced coma since the end of January. The $20 million worth ...

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Article-3124

February 13, 2015 |

Mork from Ork – RIP; Obama’s foot down on Tax ‘Step Up’; ‘SUCCESS’ion Planning and Medicaid Mistakes (This Week’s Blog Summary)

  Hear Neel Shah, Managing Attorney of the Law Firm of Shah & Associates, P.C. describe the highlights of this weekly Blog Posts. For the ...

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Article-3120

February 13, 2015 |

What Are the Responsibilities of A Successor Trustee?

When a trustee becomes incapacitated or passes away, a successor trustee takes their place. In addition to managing the duties held by the previous trustee, ...

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Article-3116

February 12, 2015 |

Why is Succession Planning a “Must” For Business Owners?

In the wake of the last recession and an increase in competition throughout many markets, businesses can do a lot for themselves by planning ahead ...

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Article-3111

February 11, 2015 |

Medicaid Qualification Mistakes: Spending Down Errors

When your loved one is preparing to enter a nursing home, you may do some research on your own or even consult with a financial ...

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Recent Posts

Estate Planning for Business Owners: Protecting What You’ve Built

Discover why estate planning is a critical part of business ownership. Learn how a thoughtful plan can help protect your company, family, employees, and long-term legacy. Why Estate Planning Is Essential for Business Owners Building a ...

<p>The post Estate Planning for Business Owners: Protecting What You’ve Built first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Common Accounting Challenges Jewelry Store Owners Face — And How Omni 360 Advisors Can Help first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post Q2 2026 Market Update: Staying Focused in a Changing Environment first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>