Whether one passes away (a) without a will, (b) with a will, or (c) with a trust, impacts the survivors quite differently. Even if you may get to the same end result, the time & potential cost can be dramatically different. Let's use our morning coffee and a sweet treat to explain the difference between the different options.

July 07, 2023

Happy Independence Day! A quick reminder from our former monarchs about the estate tax is in order. Also remembering Harry Markowitz and his legacy. You probably already know the theory, but may not know Professor Markowitz's impact on the way we think of finances and investments today.

July 04, 2023

If you own, work for or love someone who has a business,  you may want to join and/or share this "Planning for Business Succession and Key Employee Retention" session. Let's quickly run through 4 primary elements of business planning, as well as a couple of ideas to attract & retain top talent. All in 10 Minutes!

June 27, 2023

You may have heard of Bull markets & Bear markets - what about 'Duck' markets? What's the impact of artificial intelligence, interest rate fluctuation
& the debt ceiling on your investment portfolio? And what could you do about it? Join us on SPi for a quick chat!

June 20, 2023

It's probably not Taylor Swift's or Clint Eastwood's fault, but their works are both perpetuating a myth about Wills. I do know about you, but I'm feeling like telling the truth. So I will go ahead and make your day by dispelling this method. I still love them both, but Dirty Harry and the Anti-hero must be set straight!

June 06, 2023

I hope everybody had a fantastic Memorial Day. Especially thinking of those, and the family of those, who made the ultimate sacrifice. The price of freedom is not free, and we thank those who gave their lives for our freedom.

For many of us the holiday means catching up with loved ones at a second or vacation home. For others, the kick off to the summer has his thinking about possibly getting one of these properties. What legal, financial, and tax things should you consider for that vacation home? Let's discuss on Shah Plan-it!

May 30, 2023

Heads you can afford retire, tails you can't.  50/50 shot.  Sound good? No?

Well... 47% of households won’t have enough income to support their standard of living in retirement.  That's almost half!

How do you know if you are one of them, and what do you do about it? Join us for some tips!

May 23, 2023

Did you know there is no such actual thing as a "Death" tax? The term was used by some in the 1940's to raise some outrage over the estate tax system. But there are some tax rules that are related to death which you need to know. Let's go over 4 "Death" tax rules in 10 minutes!

May 16, 2023

Big news on Shah Plan-It tomorrow! 🎉 Some of you may already know, but we are moving! Tune in tomorrow for details. And that reminds us 🤔 what financial planning, tax planning and estate planning considerations should you be thinking about if you are considering a move? You know we can't pass up an opportunity to educate the community. 😉 Looking forward to seeing you on May 2 at 8:45 AM!

Our new address is:
777 Scudders Mill Rd Building 4, Suite 101 Plainsboro, NJ 08536

May 02, 2023

I was one of those kids that loved dumping my books right after the final exam. Many do the same thing when it comes to our taxes. Filed it? Paid it? Let's move on. And then deal with it again next year. But there's a better way! Joining us for Shah Plan-It on April 25, 2023 is Linda Farinola, who is a Certified Financial Planner Professional, Certified Financial Analyst as well as an Enrolled Agent. (Translation-she's really smart!)  We will cover the greatest opportunities and pitfalls right after tax season.

April 25, 2023