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Estate Planning

Estate PlanningWhether your assets are substantial or few, every person and family can benefit from solid estate planning.

Young, healthy people can leave behind a spouse and children. There is no direction for the assets or care of the spouse and children if that person did not have a will. Some assets may go to the spouse, while others may go to the benefit of surviving children. The funds may be subject to the jurisdiction of the Surrogate's Court. The children could get their money - all of it, in a lump, with no strings - on their 18th birthdays.

Many unforeseen problems can be avoided with proper estate planning. All of the assets can be directed to the surviving spouse. In the event of a double tragedy, the money can be directed into trust accounts for the children, to be used for their benefit and education, to be paid in periodic installments at an age that you specify.

There is so much that can be done to protect your family with good estate planning. It may even be possible, when appropriate, to avoid probate court entirely.

It is possible to register your will with the State of New Jersey Secretary of State. To learn about online will registration, go to New Jersey Online Will Registry.

Email Ms. Armstrong to make an appointment to discuss your estate planning needs.

Information to Bring for Your Estate Planning Consultation

  1. Dates of marriage (present and prior) and divorce where applicable.
  2. Names, addresses, and phone numbers of your children/grandchildren or other individuals to be included in your estate planning documents.
  3. Information as to any special medical or financial needs for yourself, spouse or dependents.
  4. List of assets including but not limited to: real estate, bank accounts, securities, bonds, insurance policies, pension & retirement accounts, businesses, safe deposit boxes, and personal effects.
  5. List of liabilities including but not limited to: mortgages, loans, credit cards, medical expenses, and unpaid taxes.
  6. Most recent income tax returns.
  7. List of fiduciaries: executor and alternate for your Last Will and Testament, trustee and alternate, guardian(s) and alternate(s) of minor children or incompetents, healthcare representatives and/or attorney-in-fact.
  8. List of specific bequests, if any, and beneficiaries of your estate.

Proper planning can make life easier for you and your family.

Contact us today to make an appointment or call 888-371-4158 to get started today.