Practice Areas

Estate & Tax Planning

Estate planning is a process wherein an individual prepares a strategy to handle both lifetime and death planning. Through careful planning we can help insure that your assets benefit you during your lifetime and your loved ones after your death.

With property planning you can

  • minimize estate taxes
  • transfer more wealth with less tax
  • preserve control over assets
  • appoint a guardian for a minor or disabled child
  • appoint a trustee
  • to handle the inheritance of beneficiary
  • create a trust for a grandchild, spouse, disabled person, or spendthrift child
  • simplify and expedite the estate administration
  • select Agents to take care of your financial, medical and health care directives in case you become disabled.

Trust & Estate Administration

We can help save you time and money administrating a trust or an estate. There are many unknown pitfalls for the inexperienced executor, which create personal liability.

We routinely

  • probate Wills and establish Trusts
  • file the necessary Federal and State Estate and Inheritance Tax Returns
  • prepare an accounting, distribution schedule and Releases
  • assist the executor or trustee with distributing assets
  • minimize taxes through post-mortem planning

Medicaid Planning

One of the most significant problems facing the elderly is paying for long-term care. Nursing home costs can quickly deplete assets earned over a lifetime. We can

  • guide you through and file a Medicaid application
  • protect assets from the cost of nursing home care
  • provide the maximum security for your spouse and provide a legacy for your children

Elder Law

Elder Law is the combination of financial, personal, legal and medical needs to provide counseling and prepare individualized documents. Each client’s circumstances and goals are different but can include a plan to

  • preserve assets from long-term care
  • reduce estate taxes
  • appoint someone to handle financial and medical decisions

Special Needs Planning & Guardianships

Some families have a disabled spouse, child or victim of a personal injury. We can establish a special needs plan to protect assets and retain public benefits by

  • creating a Special Needs Trust
  • working with the personal injury attorney to protect your award

Guardianships are necessary when a loved one can not handle his or her own affairs. We can

  • petition the Court to establish a guardianship
  • petition the Court for approval of Medicaid and tax planning

Residential Real Estate Closings

We can represent you in buying or selling a house from drafting or reviewing a contract to closing.

Additionally, with people out living their savings we are experienced in reverse mortgages.

639 Lacey Rd, Suite 2
Forked River, NJ 08731
Phone: (609) 242-4300
Fax: (609) 242-2622