Estate Planning Goals

Estate Planning in New Jersey Assistance

• Create your own plan of distribution and not rely on NJ's formula.

• Streamline probate upon your disability or death.

• Minimize NJ & Federal estate taxes on your death.

• Protect funds for a handicapped or disabled child or other beneficiary.

• Protect funds for a child who is not a good money manager.

• Protect funds from child whose marriage is rocky.

• Protect your estate from in-laws and step-children.

• Create trusts for your minor children.

• Name someone to make legal, financial and health decisions for you should you become disabled, incompetent, or incapacitated.

• Protect any out-of-state real estate.

• Protect property which is presently in joint tenancy with anyone other than your spouse.

• Get the the long-term care which meets your needs without entirely depleting your assets.

A GOOD ESTATE PLAN IS ONE WHICH GIVES YOU YOUR OWN COMFORT ZONE AND PEACE OF MIND.

NEVER LET ANYONE (Attorney, Financial Planner, Accountant, Insurance Agent) ATTEMPT TO TALK YOU INTO SOMETHING YOU FEEL YOU DON'T WANT OR DON'T NEED.