Estate Planning

We believe that all business owners and professionals should regularly review their estate plan.  The tax laws change and circumstances change.  Businesses grow, children get married and relationships evolve over time.  Thinking about why you need an estate plan, or worse, talking about it, is sometimes a dreadful thought to many.  Especially the optimistic entrepreneur who believes he or she will always be at the top of their game.  But, as we all know, nothing in this world is static and the real visionary will have a plan in place for an unexpected and unwelcome crisis.

Call us today for an initial consultation to see how we can help you with the following services:

• Sophisticated will and trust drafting;
• Buy/Sell Agreements between partners;
• Small Business Succession planning;
• Income, estate and gift tax planning including federal, state, local and international tax planning;
• Charitable planning;
• Special needs planning;
• Insurance and employee benefits planning; and
• A wide variety of creative wealth transfer and preservation techniques.

Our estate planning clients include the executives of some of New Jersey and Pennsylvania's largest corporations, as well as numerous owners of closely-held businesses. We also regularly assist both individual and corporate fiduciaries with all aspects of estate and trust administration.  We represent individual and corporate fiduciaries and beneficiaries in a variety of disputes related to trust and estate issues.

Our goal is to integrate personal and business planning in a way that achieves all of our client’s goals, including tax minimization, asset protection, wealth preservation and family harmony.  Call today or contact us from our website for a free initial consultation.