Estate Planning South Jersey – What You Need to Know

Though the idea of estate planning can be daunting, it is an important step that needs to be taken in order to ensure that all that you have worked for throughout your life is managed in a way that reflects your values and wishes. Estate planning is not just about what happens after you die: it can also make sure that your wishes are carried out while you are still living but become unable to speak for yourself. A well-crafted estate plan can protect your heirs, prevent undue taxation of your assets, and address other essential life changes and events. For estate planning in South Jersey, the knowledgeable attorneys at Cohen, Fineman LLC will tell you what you need to know and guide you through all of the necessary steps.

Estate planning is appropriate for every stage of life. Whether you’re young and unmarried, middle-aged with children, or older and concerned about dementia, the more plans that you have put in place the more protected you are and the easier you make things for your family if decisions need to be made without your input.  Though it might be nice to think that your loved ones would be able to work things out without you, the truth is that if you die without a will or other plans in place, you give up all control of who receives your property, and the state of New Jersey’s rules may not reflect your actual wishes.  By having an estate plan in place, you can preserve the maximum amount of your wealth and distribute it in the way that meets your personal objectives.

At Cohen, Fineman, LLC., we offer a full range of estate planning services designed to help you accomplish your goals and protect your assets, including:

  • Wills
  • Power of attorney
  • Advance health care directives
  • Revocable living trusts
  • Irrevocable life insurance trusts
  • Charitable trusts
  • Educational trusts
  • Minor’s trusts
  • Special needs trusts
  • Guardianship
  • Family partnerships
  • Generation succession plans
  • Prenuptial and post nuptial agreements

When you meet with the knowledgeable attorneys at Cohen, Fineman, LLC, we will first work to identify all of the pertinent information about your estate and to understand exactly you’re your goals are. We will listen carefully to your concerns and then use our knowledge to preserve the maximum amount of your estate, meet your goals, and minimize your tax liabilities. We recognize that family situations can change at any time, and it is our goal to establish a relationship with our clients that allows them to return to us should they need to modify any plans that have been put in place.

Whether you are in need of a simple will or are looking to establish a plan that will address all of life’s possibilities and eventualities, the compassionate attorneys at Cohen, Fineman are here to help. Contact us at your earliest convenience to set up a consultation to address your estate planning needs.

Estate Planning South Jersey – Learn more HERE.