10.14.2016
Shah & Associates Named 10 Best for Client Satisfaction
As a dedicated estate planning and asset protection planning law firm in NJ, we frequently credit our clients with the longstanding reputation we have …
Shah & Associates Named 10 Best for Client Satisfaction
As a dedicated estate planning and asset protection planning law firm in NJ, we frequently credit our clients with the longstanding reputation we have earned in the area. We know that your planning needs are important to you and it’s always been our goal as a firm to meet and exceed your expectations. Whether we’ve just met you or have been working with you for years, it’s our mission to serve you personally and help to suggest strategies and tactics most aligned with your individual needs.
Schedule a meeting with a member of our advisory team
Blog
10.12.2016
Protect Your Digital Assets
You have probably spent a fair amount of time accumulating things in your life. A home, a vehicle, books, music, photos, family collections and heirlooms …
10.11.2016
Estate Planning and Thoughtful Parenting
One of the most common reason for someone to set up a meeting with an estate planning attorney is due to the birth of a …
10.10.2016
How Many Years Has it Been Since You Updated Your Estate Plan?
Was the last time you took a look at your estate plan when your kids were born? Perhaps when you got your first mortgage and …
10.06.2016
How Divorce Affects Your Estate Planning
If you’ve previously used one estate planning attorney for both you and your spouse, it may be a new opportunity to shop around and identify …
10.05.2016
3 Key Frequently Forgotten Estate Planning Benefits
There are three major benefits to getting your estate planning done in a timely manner that are not often talked about. Read on to learn …
10.04.2016
Tips for Helping an Elderly Loved One with Fading Mental Competency Prepare Their Estate Planning
Both estate planners and financial advisors work with a broad range of clients. Elderly and aging clients, however, can present unique challenges in the event …
10.03.2016
New Jersey State Estate Tax May Soon Disappear
According to a recent compromise with Chris Christie and New Jersey Governments, the New Jersey estate tax will likely soon be repealed by 2017. Many …
09.29.2016
The Power of a Qualified Estate Planning Attorney
There’s a good chance you have some opinions one way or another about what you want to do with your estate planning, but this should …
09.28.2016
Clinton and Trump Estate Tax Proposals
Hillary Clinton and Donald Trump unsurprisingly have completely different plans for the country’s estate tax. While Trump wants to kill the estate tax, Clinton hopes …
Schedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Careers/Open Positions
Explore all available job
listings and become a part of an amazing team.
Payment Portal
for Tax and Accounting invoice
This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.
Our Social Media
Connect with us on Social Media using the following buttons:
Visit our Podcasts
Listen in, Join the Conversation!
Recent Posts
Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth
From estate planning to values‑based giving, learn how to transform your windfall into wealth that endures across generations—and aligns with your deepest purpose. Windfalls are rare. Generational wealth is rarer still. For business owners, legacy‑minded families, or anyone who’s recently come into a substantial ...
<p>The post Turning a Windfall Into a Lasting Legacy: Long Term Planning for Generational Wealth first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Common Pitfalls After Unexpected Wealth—and How to Avoid Them
Discover the most frequent mistakes windfall recipients make—overspending, poor tax planning, emotional missteps—and learn how high‑net‑worth individuals can avoid them. A large, unexpected sum of money can feel like unlimited possibility. ...
<p>The post Common Pitfalls After Unexpected Wealth—and How to Avoid Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It
Learn how the new SALT deduction cap in the One Big Beautiful Bill may create a tax torpedo for high-income earners—and what strategic planning can help you avoid it. How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It The recently proposed One Big Beautiful Bill (OBBBA) introduces sweeping tax changes—none more significant ...
<p>The post How the New SALT Deduction Cap Could Trigger a Hidden Tax Spike—and How to Avoid It first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
