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Neel Shah, Esq., CEPA, CFP®
Leadership Team
Partner, Attorney & Financial Advisor
Learn More AboutNeel
Linda Farinola, CFA, CFP®, EA
Leadership Team
Partner, Financial Planner & Tax Accountant
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Recent Posts
Estate Planning for the Middle Class: Why It Matters Even If You’re Below the Tax Threshold
Think estate planning is only for the ultra-wealthy? Discover why the middle class still needs wills, trusts, and POAs—even if you’re under the estate tax exemption in 2025. With the federal estate tax exemption set at $13.99 million per individual in 2025, many families assume estate planning is only relevant to the ultra-wealthy. ...
<p>The post Estate Planning for the Middle Class: Why It Matters Even If You’re Below the Tax Threshold first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
The Great Wealth Transfer is Here: What It Means for Your Family and Legacy
Explore the implications of the $84.4 trillion wealth transfer from baby boomers to heirs, and learn how to prepare your family and legacy for this unprecedented shift. Understanding the Scale of the Transfer The magnitude of this wealth transfer is unprecedented. Baby boomers alone are set to account for $53 ...
<p>The post The Great Wealth Transfer is Here: What It Means for Your Family and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Asset Protection for Business Owners: The Most Overlooked (and Maybe Easiest) Step
When most business owners think about asset protection, their minds often jump to elaborate strategies—LLCs in protective jurisdictions, domestic asset protection trusts, complex estate plans. While those are all powerful tools, there’s one basic—yet critical—step that too many ...
<p>The post Asset Protection for Business Owners: The Most Overlooked (and Maybe Easiest) Step first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
