Shah & Associates, P.C.

Shah & Associates is such a professional and caring group of people who always keep their clients best interests in mind. When you are looking at financial and tax planning, there is no better team of people the Neel Shah and his staff. You get more than just outstanding product and service, you get educated. One of the few companies I know that educate you with every aspect of your financial life. I highly recommend them!

Neel and the team are amazing to work with. As an attorney myself, I know how important it is to find the right team to plan and protect your assets. I worked with Neel on my parents estate plan and couldn't have been happier with the process and outcome. If you are looking for the most knowledgeable and professional team to ensure your assets are safe and your affairs are in order, look no further!

Neel Shah and Associates is a 5 star professional team that has helped our family not only with financial planning but with estate planning as well. Neel and his team can explain the complex legal and financial world in a way that makes sense and in a way that we can apply to our lives. The team is ???? percent on top of the changing legal landscape. We recommend Shah and Associates with the highest regard.

I contacted several elder law attorneys before deciding to work with Neel Shah. I found Neel and his team to be the most knowledgeable, helpful, caring, patient, and responsive of any firm I spoke with. They are head and shoulders above the rest. For example, when I first called, I was able to speak with Neel the same day. He is available by phone, email, and online chat. His website also has a lot of good videos to help make sense of estate and trust planning. Neel was the only elder law attorney who knew anything about the VA Aid and Attendance Program—a substantial benefit that my mother qualifies for that others either gave me incorrect information about or didn’t know about. Neel is obviously dedicated to and genuine about helping families plan for Medicaid coverage and the protection of assets. I recommend him.

My family and I have been incredibly fortunate to connect with and have the Shah and associates team help us over the last 6 months on wills, trusts, estate planning, and financial planning and investments. The team did an incredible job listening and educating us on the overall process and options at hand. Given their multiple areas of expertise, it benefited our planning as the approach was very holistic and integrated from the setup of the will/trust to the financial planning and investment strategy that ultimately tied to our long term estate and wealth preservation plans. They took extreme care in enrolling my entire family including doing video conferences with my son in another state to insure alignment with the plans. The execution of the plan went flawlessly (super efficient, detailed, and organized) and the team did a really nice job of keeping me informed all along the way. The capabilities, diligence, approach, and service has been first class all around and I highly recommend them.