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SHAH & ASSOCIATES P.C.
ESTATE PLANNING, ASSET PROTECTION & Wealth Succession

Estate Planning, Asset Protection & Wealth Succession – New Jersey, New York & Pennsylvania

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Blog

Steps to Take Before Committing to a Retirement Age June 13, 2022
Looking ahead to retirement may raise more questions than you expect. Full retirement age is defined by the Social Security Administration between 65 and 67, depending on your actual year of birth. But your employer may define it in a different way. This can make it difficult to determine when is the most appropriate time […]
Seven Times You Need To Meet With Your Financial Advisor and Estate Planning Attorney June 8, 2022
There are many different changes that can happen throughout the course of your life and some of these prompts setting up a meeting with your team of financial professionals. This can include an estate planning lawyer, your financial advisor, or even your accountant. As these changes occur, it is crucial to consult with these experts […]
How to Minimize Estate Tax Liability as Part of Your Financial Plan June 6, 2022
The idea of the estate tax doesn’t apply to plenty of people in America, but for those that it does impact, it is extremely important to have the resources provided by an experienced and dedicated financial expert. Understanding the various steps in this process is extremely important to determine how to create a customized plan […]
Consumers and Financial Advisors Want More Specialized Services June 2, 2022
When it comes to planning ahead for your retirement and thinking about your estate plan, it’s easy to get overwhelmed. There are both general and specific questions that must be answered from a planning perspective. Taking charge of your finances means addressing issues not just now, but thinking about the best ways to protect your […]
Study Shows Lack of Financial Education Expensive For 80% of Americans June 1, 2022
A recent study completed by Go Banking Rates found that when asking 1,000 adults in America how they feel about their finances, only 20% of them felt appropriately educated to the point where it has not harmed them financially. A lack of financial literacy has negative impacts in the short and long term. Some of […]

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Attorney, Financial Advisor & Tax Strategies Neel Shah and the law firm of Shah & Associates, P.C. assists clients with all legal matters related to Estate Planning, Wills, Trusts, Elder Law, Medicaid Planning, Advance Health Care Directives, Special Needs Trusts, Veteran's Benefits, Probate, Estate Administration, Trust Administration, Business Succession Planning, Income Tax Strategies, High Net worth Estate Planning, Corporate Law and Business Planning throughout New Jersey, including Monroe Township, Jamesburg, Cranbury, Manalapan, Freehold, Princeton, Princeton Junction, West Windsor, South Brunswick, Plainsboro Edison, North Brunswick, East Windsor East Brunswick, Millstone and Colts Neck.

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Forsgate Commons
241 Forsgate Drive, Suite 204
Monroe Township, NJ 08831
Tel: (732) 521-WILL (9455)

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Frequently Asked Questions

1.) How do we keep our estate & assets private after we pass away?

When someone passes away, their Will needs to be submitted to probate. The best way to avoid probate is by having the bulk of your assets owned by trust during your lifetime. However a Will is always required because there may be assets that are left in your individual name, either intentionally or unintentionally. The next best way to preserve privacy may be to have your assets poured into your trust after you pass. The will continues to be a public record document, but the only known information to the public would be who the executors are, and that the assets were poured into the trust. The Trust remains private. Other ways to avoid probate or to use transfer on death/payable on death designations as well as beneficiary designations. After your documents are signed and we conduct an asset alignment meeting I will guide you on each of your assets individually.

2.) Can an Executor be forced to serve?

No executor can be forced to serve. If the executor chooses not to serve, they can renounce and the next one in line names in the Will will serve. If the executor chooses to serve & then delegate their role to an attorney, accountant, or any other professional they can do so. They may be paying the professional fees out of the estate. However once formally renounced it would be difficult to regain that title.

3.) Can a Trustee chose to not accept their role?

Yes, they have the power to not accept the trusteeship. At that point it would just go to the next person in order, and if there is no one else named there are provisions within the trust to have an independent trustee named.