Estate Planning

Many people underestimate their need for estate planning.  Some individuals may believe that if they have limited assets, estate planning does not apply to them and therefore does not warrant documents such as wills or living trusts.  We help clients to understand and plan for events requiring estate-planning strategies.  For instance, at the death of a parent, what happens to minor children if no will or trust exists and/or no guardian is named?  If you are on life support in a hospital, who will determine your healthcare or pay your bills?   Who will get your assets if you die?   We discuss these issues with clients and recommend they enlist the services of an estate-planning attorney where necessary.

Investment Updates

Planning Briefs

Contact Info

Phone: 973-729-1234

Fax: 973-729-8079

60 Blue Heron Road, Suite 201
Sparta, NJ 07871-2608

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