Estate Planning Questions

Your net worth plus the death benefits of life insurance constitutes your estate. The definition of estate planning adopted by the National Network of Estate Planning Attorneys is. "I want to control my property while I am alive and well; care for myself and my loved ones if I become disabled.; and be able to give what I have to whom I want. the way I want, and when I want - and. if I can. I want to save every last tax dollar, attorney fee, and court costs possible."

• Is your will or living trust correctly coordinated with your investment beneficiary elections?
  
• Are some estate tax savings strategies appropriate for you?
  
• Does your estate have sufficient liquidity to meet its immediate obligations at your death?
  
• Is it prudent for you to gift assets to others during your lifetime?
  
• What are the differences between New Jersey State estate taxation and the federal limits?
  
• What will happen if you are unable to make health care decisions?
  
• Can you pre-plan who should accept that responsibility?
  
• Who should have your power of attorney in case of your incompetency?
  
• Do you have a disabled child or other family member that needs some special trust treatments?
  
• How can designating a charity in your will reduce your estate taxes?
  

By forming a triangular team with you at the pinnacle and your attorney and us anchoring the sides, it is more likely that your preferences with respect to both medical and financial affairs will be honored in the event you become incapacitated or die.

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