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Estate Planning

What is Estate Planning?

Estate planning is an empowering experience that enables you to change how the law applies to you simply by signing your name to a piece of paper. If it was the simple to change your speed limit, wouldn't you do it? In a more technical (and some might say macabre) sense, estate planning is the process by which you determine what you would like to happen to your estate when you pass.


More than half of Americans do not have an estate plan, and the main reason given is that they "just haven't gotten around to making one." What if we could not only make it easy to "get around to doing it," but we also made the process simple and, some might say, enjoyable!

How can I easily pass wealth onto another generation?

Wealth means so much more than just money - though it means that, too. Your family's wealth is wrapped up in your family history, it's grandmother's recipes, it's learning how to change a tire with your dad, and it's Sunday morning pancakes. It's all the memories and life lessons that culminate in the legacy that you are leaving behind. That's what we want to help you preserve.


And sure, of course we're going to help you preserve financial wealth, liquid assets, real property, and businesses. That's part of the legacy that you're consciously creating, which includes teaching your children and heirs how to maximize the legacy that you leave for them.

What happens if I die without an estate plan?

Even if you don't create your own estate plan, the State of New Jersey and the Commonwealth of Pennsylvania has a plan for you. So, just because YOU haven't "gotten around" to making a plan, your state government has a plan for you (and your stuff).


Our first step is to determine how the plan that "someone" created for you will affect what you've acquired throughout your life and how that will impact your loved ones. If you're okay with someone else's plan for your family and your stuff, then you don't need to create an estate plan.


If you want to take control of your life and the benefits you provide to your family, we will help you create a plan that does just that. Estate planning is about taking control of a situation where you are out of control.

How Does Estate Planning Benefit Me?

Estate planning, just like any other kind of planning, is a process by which you examine what you have earned and accumulated during your life and determine what you would like to happen to everything when you die. With a comprehensive and well-thought-out estate plan, you can:

  • Provide for your family after you pass
  • Preserve your wealth for future generations and truly build a brand name for your family
  • Minimize taxes and expenses
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    Make sure your wishes are carried out through a comprehensive Family Action Plan
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    Protect the privacy of your family and children
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    Properly set expectations to avoid infighting among your heirs and preserve a cohesive family
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    Get the peace of mind knowing that everything will be taken care of.

Our Estate Plans

WILL PLAN

For the individual or family who....

wants to make sure that their children will always be cared for by people they know and trust

wants to know that they will receive the health care that they want

wants to know that their loved ones can take care of their financial affairs if they are stuck in the hospital or become incapacitated

Your Will Plan will include:

  • Last Will and Testament
  • Children's Action Plan
  • Health Care Directive
  • Power of Attorney

Your plan may include:

  • Testamentary Trust Provisions

TRUST PLAN

​​​​For the individual or family who....

wants everything from the Will Plan PLUS....

wants to make sure that everything they own will go to their heirs as quickly and easily as possible

May want to protect their heirs inheritance from lawsuits and future divorces

Your Trust Plan will include:

  • Everything in the Will Plan PLUS
  • Revocable Living Trust
  • Trust Funding Toolkit

Your plan may include:

  • Tax planning for you and your partner
  • Protecting your beneficiaries inheritances
  • Ensuring children from a previous marriage receive an inheritance

FUNDING PLAN

For the individual or family who....

wants the peace of mind of a Trust Plan AND....

to know that everything they own is transferred into their living trust

Your Funding Plan will include:

  • Everything in the Trust Plan PLUS
  • Funding of your living trust

Your plan may include:

  • Tax planning for you and your partner
  • Protecting your beneficiaries inheritances
  • Ensuring children from a previous marriage receive an inheritance

Ready to start planning your legacy?