Wills, Trusts and Estates

After all of your hard work and sacrifice, you want to protect what you have earned and pass it on intact to your loved ones. We work closely with individuals to accomplish their goals and objectives relative to trust and estate planning and wealth preservation, and also with top financial institutions to assist them in executing their duties as fiduciaries of trusts and estates and as advisors to individuals. Our firm offers a wide range of services including:

  • Preparing wills, trusts, powers of attorney, and other estate planning documents.
  • Ensuring the client’s assets are accessible, protected, and distributed according to their wishes.
  • Reducing probate costs and estate and inheritance taxes.
  • Optimizing business succession.
  • Developing gift and estate tax plans.
  • Preparing gift and estate tax returns.
  • Establishing irrevocable trusts, including life insurance trusts, QPRT’s, GRAT’s, and special needs trusts.
  • Administering estates and trusts.
  • Petitioning the Probate Court to reform or interpret trusts.
  • Litigating will contests and other trust and estate disputes.
  • Assisting with public benefits such as Medicaid and SSI – planning, applications and appeals.

Our goal is to assess the family and financial situations and tailor an estate plan specifically for our clients’ unique needs.

It’s time to make a plan.

Don’t delay! Call our office today at 973-869-9688 or contact us to schedule your free consultation!