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Recent Posts
What Retirees Should Consider After Selling Their Business

Completing a successful business exit is often the result of many years of hard work and advanced planning. This process is known as business succession planning and when undertaken with the support of an experienced and qualified financial team, advisors and attorneys can allow you to close one chapter of your life, but successfully open

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How To Prepare Mentally To Sell Your Business

Maybe you’re thinking ahead about retirement or are simply no longer challenged by what’s offered in your business. Perhaps there is someone ready in waiting, ready and waiting to step into the role of leader, such as a family member, or a trusted employee. But financial considerations and simply feeling like it is the right

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Why A Financial Plan Is So Important For Addressing The Possibility Of Disability

Many people recognize that big factors in their life, such as what they want to achieve with estate planning, and their own retirement goals will influence their financial plan. But it can be a big mistake to neglect the possibility of disability. One in four US adults already lives with a disability. This presents unique

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ESTATE PLANNING

  • Analysis and creation of your current estate plan and concerns.
  • Integration of Estate Plan with your Financial Plan.
  • Assistance in transferring assets to your Trusts & other planning vehicles.
  • Providing guidance with the appropriate and necessary steps in the event of legal changes and/or the death of a loved one.

One of the most important protections we can provide to our loved ones after our passing is a clear and complete estate plan. Comprehensive estate planning provides for more than just the distribution of assets. A good estate plan can meet many needs, including the establishment of guardians for children, the creation of a variety of family or special needs trusts, or the instruction for end-of-life medical care. The lack of a comprehensive estate plan could lead to disputes among beneficiaries, inadequate protection of your assets from taxes or penalties, or guesswork on medical decisions.

At Shah Total Planning, we take an inclusive approach to estate planning, providing a full range of services to meet your needs. Our estate planning services include:

  • Traditional estate planning, including wills, revocable trusts, powers of attorney, and health care directives
  • Advanced estate planning, including irrevocable life insurance trusts, gift programs, minors’ trusts, generation-skipping trusts, and tax planning
  • Business planning, including family limited liability companies, family limited partnerships, structured ownership, reorganization, and succession
  • Charitable planning, including private foundations and charitable trusts

We will work with you to create a complete, comprehensive plan to preserve your wealth and ensure that your wishes are carried out. We have the tools, knowledge and experience necessary to give you and your family financial security and, ultimately, the peace of mind that comes from knowing you have a properly designed and implemented plan in place for the future.

Click Here to Learn Family Limited Partnerships

Regardless of your age or wealth, there are many reasons to have an estate plan of your own, and no reason not to have one. We invite you to call our office to schedule an initial consultation, during which we will go over our fees and services, and start preparing a personalized plan to fit your needs.

Recent Posts
What Retirees Should Consider After Selling Their Business

Completing a successful business exit is often the result of many years of hard work and advanced planning. This process is known as business succession planning and when undertaken with the support of an experienced and qualified financial team, advisors and attorneys can allow you to close one chapter of your life, but successfully open

Read More

See more
How To Prepare Mentally To Sell Your Business

Maybe you’re thinking ahead about retirement or are simply no longer challenged by what’s offered in your business. Perhaps there is someone ready in waiting, ready and waiting to step into the role of leader, such as a family member, or a trusted employee. But financial considerations and simply feeling like it is the right

Read More

See more
Why A Financial Plan Is So Important For Addressing The Possibility Of Disability

Many people recognize that big factors in their life, such as what they want to achieve with estate planning, and their own retirement goals will influence their financial plan. But it can be a big mistake to neglect the possibility of disability. One in four US adults already lives with a disability. This presents unique

Read More

See more