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
