BASICS

ESTATE PLANNING

Every adult should have an estate plan in place.

This presentation

explains the basics.

ASSETTRANSFER

You will need to determine how your assets

will be transferred when you pass away.

Two of the most common options for transferring assets

are a last will and a living trust.

ADVANCED

HEALTH CARE DIRECTIVES

INCAPACITY strikes a significant percentage

of adults.

For this reason it is important to execute

advance health care directives.

LIVING WILL and

DURABLE POWER OF ATTORNEY

With a living will you express your choices

about life support measures.

With a durable power of attorney you name people to

make decisions on your behalf should it become necessary.

ESTATE TAXPLANNING

EVERYONE in all 50 states is subject to the federal estate tax.

In New Jersey we also have an estate tax

and an inheritance tax.

ESTATE TAXEXEMPTIONS

In 2013 the federal estate tax exclusion

is $5.25 million.

However, the New Jersey exemption is just $675,000.

POST MORTEMPLANNING

It is important to execute documents expressing your

final wishes.

However, you must also address the matter of the estate administration.

OUR FIRM CAN HELP

It takes experience and expertise

to devise an effective estate plan.

If you are ready to get started contact our firm to arrange for a

FREE CONSULTATION.contact our firm