Neel Shah

My Goal is to help you to reach your goals. Live the life you want to live today, while confidently building the future you seek for yourself and all that matters to you.

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Neel Shah is who you call when you want ONE source who can do all of the following:

  • ADVISE you on Legal, Financial, Retirement, Business & Tax Savings matters,
  • IMPLEMENT the strategies based on the advice, and

  • MAINTAIN and ENHANCE the strategies on an ongoing basis.

Founder/Owner of BOTH :

  • Shah & Associates, P.C. – Attorneys at Law, and

  • Beacon Wealth Solutions LLC – Registered Investment Advisory company


Description

  • Clients & their trusted advisors value my diverse training & expertise across the Legal, Financial/Wealth-planning, Trusts & Estates, Business Law & Real Estate Law disciplines.
  • We are proud to take difficult & esoteric strategies to then translate them into terms our clients can comprehend. Let us analyze & implement business-succession techniques for our entrepreneurial clients as they encounter the different stages of their lives & business ventures. My goal is to provide relevant, actionable advice for Estate Planning, Asset Protection, Tax Planning, Financial Planning & Business Planning strategies for families, business owners & real estate investors so their business actions do not jeopardize their family’s wealth.
  • Serving Individual, Families & Businesses around the world, admitted to practice law in New York, New Jersey, Pennsylvania & District of Columbia

Specialties:


  • Wills, Trust & Estate Planning

  • Investment Management
  • Financial Planning
  • Tax Planning
  • Asset Protection Planning
  • LLC, Corporate & Business Succession Planning
  • Elder Law
  • Long term care/Medicaid Planning

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