Welcome! Thinking of updating your Will? Check out Jeff’s Estate Planning Fire Drill:
We have drawn clients from all 21 counties in New Jersey, mostly by client-to-client referral. Regardless of how you arrived here, we are glad you did. We look forward to helping you and your loved ones. Here is an A to Z summary of who, and how, we can help:
Autistic clients, and clients with autistic children: thoughtful, effective planning
Business owners / professionals with start up, asset protection, and succession
Child in a challenging marriage, or in debt, who you want to leave assets to
Drug, alcohol, or gambling issues in the family; protecting people and assets
Elderly parent and a helpful child, ready to do bill-paying and care decisions right
Forming a Family Foundation, or Charitable Remainder Trust: do good, save taxes
Gun owners who don’t want to make their loved ones accidental felons
Help with family gifting (do not Deed Mom’s house!) and understanding Medicaid
Income tax reduction via business benefits, realty exchanges, retirement funding
Jeff’s own Continuity Committee ensures Firm’s ongoing relationships with clients
Keeping it simple, with a “Simple Will” and Powers of Attorney where appropriate
Later in life marriages, with separate beneficiaries, pre-nuptial agreements, etc.
Memory issues / early stage Alzheimers or Dementia…don’t delay, plan ASAP
Newlyweds, new parents, newly divorced individuals, and new retirees
Organizing your key financial, legal, and personal documents in an hour or two
Pets, antiques, art, collectibles or anything else that requires thoughtful planning
Qualified Domestic Trusts to benefit non-U.S.-citizen spouses
Real Estate in multiple states, including timeshares you want to keep / get out of
Special needs beneficiaries who need flexible planning for changing circumstances
Trustees of Living Trusts and Executors of Wills who need seasoned legal help
Uninterrupted access to assets by avoiding Guardianship and Probate proceedings
Veterans and their spouses who have questions about Aid & Attendance Benefits
Widowed, “non-financial” spouses who would like a friendly ear or two
eXiting New Jersey in a tax-efficient manner (our clients have moved to 21 states)
Young families, whose largest estate component may be their life insurance value
Zero Estate Tax planning regardless of where the Federal and NJ taxes end up
Please call us to explore how we might be of help to you and your loved ones.
At right are separate two-minute videos that answer five questions:
1. What’s going on with the Estate Tax?
2. What is "Asset Protection," anyway?
3. Do I / we need a Financial Advisor?
4. What's this Partners In TrustTM thing?
5. What does "Elder Law" consist of?
To view any two-minute video, click on your choice of topics at right, then click the arrow on Jeff’s chin in the viewer.
In our line of work, we get to know our clients quite well, and vice versa. At lower right is another opportunity to learn “up front” who we are…a television interview posted in three parts, each about nine minutes in length. Feel free to click on any of the three Parts at right, then
click on the arrow in the viewer.
This, along with the other pages tabbed above – Our Team, Services, Events, etc. – will hopefully confirm that you have definitely come to the right place. We look forward to your call!