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Estate Planning & Administration

We Can Assist You With Power Of Attorney, Guardianship, Probate Will, And Estate Planning Services In Ramsey, Bergen County, and Surrounding Areas In New Jersey

After meeting with you to determine your goals and objectives, I can develop an estate plan that best suits you and your families needs. Since I am a CPA as well as an attorney I am well versed with regard to tax implications associated with your estate. Your estate plan may include one or all of the following instruments:

• Will: In the event of your death, disposes of your property in the manner you wish through the Probate Court process.
• Trust: Appoints someone to look after your family's money until the family members are old enough to use it wisely.
• Living Trust: Avoids the Probate process. In the event of incapacity, can avoid a court-directed guardianship. Allows you to direct how your assets are managed and spent, even after your death. Reduces or eliminates Federal estate taxes. Protects children from earlier marriages and helps to make sure your wishes are carried out and not subject to dispute. Avoids the publicity and loss of privacy that can happen in Probate.
• Advance Health Care Directive: Appoints a trusted individual to make health care decisions for you if you cannot. Also describes the kind of health care you want if you become terminally ill and cannot act for yourself.
• Durable Power of Attorney for Financial Matters: Appoints an agent to act on your behalf in all of your financial matters. Remains in effect even if you become incapacitated. Can avoid the guardianship process.
• Advanced Estate Planning: Develops specialized plans including charitable giving, asset protection and tax planning.
• Tax Planning: Can reduce and/or delay taxes paid to the Government by your heirs.
• Nursing Home Protection: Utilizes specialized strategies to maximize the amount of money preserved for the family rather than spending it on rapidly increasing nursing home costs.