The Wealth Advisor

“Portability” of the Federal Estate Tax Exemption – What does it Mean?
An Introduction to Asset Protection Planning
Estate Planning – A Process, Not an Event
How to Protect Inherited IRAs After the Clark v. Rameker Decision
Life Expectancy and Health Care Planning
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The Wealth Counselor

10 Tips for Helping Families with Special Needs
529 Plan Benefits Made Permanent by the Pension Protection Act
An Overview of Estate Planning
Asset Protection Planning – Teamwork Is Required for Success
Asset Protection Planning for the Modern Client
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Disclaimer
Privacy Notice

Forms

Welcome to the Patel & Associates Forms page. We use this page to securely gather information from our clients and prospective clients to allow us to better serve you. Please view the forms on this page to select the form you would like to submit to us. Upon receiving a completed form, you will be contacted by the appropriate person in our office. Thank you.

General Office Forms
Client Intake Form

Estate Planning Forms
Estate Planning Questionnaire

Immigration forms

H-1B Questionnaire and Checklist

G-325 A Questionnaire