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SHAH & ASSOCIAITE L.L.C ESTATE PLANNING, ASSET PROTECTION & ELDER LAW

Congratulations on accomplishing your Estate Plan

Here’s what we will be discussing in your Estate Plan Completion/Asset
Alignment meeting :

  • Any questions that you may have regarding the plan
  • Review Asset Map
  • Asset Integration into your Estate Plan
Let’s Get Your Finances Organized

What’s available to you now that your plan is complete :

  • Family Legacy Meeting
  • Financial Planning
  • Wealth Planning

SAMPLE PLANNING TOOLS

Family Limited Partnerships

Gift Trusts for Family Members

Lifetime Family Trusts

Grantor Retained Annuity Trust

Charitable Remainder Trust

Private Foundations

Sale to Grantor Trust

Beneficiary Defective Trust