Shah & Associates Named 10 Best for Client Satisfaction

October 14, 2016

 

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.

 

That’s why we are so thrilled to have been named as one of the 10 Best in the Estate Planning Division by the American Institute of Legal Counsel. While the long relationships we have with our clients, the referrals to others, and the thanks we receive from clients like you are our favorite part of business, being awarded from an outside party also carries its own excitement. We hope to continue to serve you and your families with the same compassion and vigor we’ve come to be known for since founding this office.

 

It’s truly a privilege to get to work with all of our wonderful clients in New Jersey and we hope to continue to be part of your estate planning process for many years to come. Thank you for making what we do so enjoyable!


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

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

Are You Working With an Accountant or a Tax Advisor? Understanding the Difference Could Save You More Than Taxes

Many people assume their accountant and tax advisor serve the same role—but they don’t. Learn the key differences and why proactive tax planning can play an important role in your overall financial strategy. For many business owners, executives, and successful families, taxes are something that gets attention once a year. Financial ...

<p>The post Are You Working With an Accountant or a Tax Advisor? Understanding the Difference Could Save You More Than Taxes first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

How Do You Know When You Can Retire?

Retirement isn’t just about reaching a certain age—it’s about knowing your finances can support the life you want. Learn the key questions to ask before making the transition. How Do You Know When You Can Retire? For many people, retirement is one of life’s biggest milestones. ...

<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account

Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...

<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>