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Kevin
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Business Planning: Work on the Business as well as in the Business!

Many small to medium size business owners usually have most of their assets tied to their businesses. This can be challenging from a planning perspective as it relates to short term and long term planning, as well as understanding valuations and creating a succession plan and or an exit strategy. Owners need to devote proper Read More

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New Jersey Estates: Probate or Administration? The Processes Can Be Challenging

Probate or administration of an estate in New Jersey allows an authorized individual to act on behalf of a deceased person’s estate. The process can be difficult and is not easy to predict how it will proceed or as to timing of same. Probate proceedings involve a valid and properly executed/notarized Last Will & Testament; Read More

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Estate Planning (Last Will & Testament; Power of Attorney & Health Care Directive/Living Will): The Sooner The Better!

Estate Planning (Last Will & Testament; Power of Attorney & Health Care Directive): The Sooner The Better! Estate Planning may raise many questions. We can help answer and address your estate plan questions and needs even though most all families and estates are unique, which can lead to assessing the simplicity or complexity as to Read More

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What Happens if a Person Dies Without a Will in NJ? Estate Administration, Not Probate

What happens if a person dies without a Last Will & Testament, is an issue many need to address.  When no Will and or Trust exists, estate administration can be more onerous and complex.  A person’s real and personal property to be marshaled upon passing is not distributed according to a person’s verbal and unwritten Read More

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Business, LLC & Corporate Entity Documentation: Paper Your Files! :)

Business and entity documentation is critical for properly authorized and legality of a start up and ongoing business operations and services. With all of these documents, it serves ongoing and future operations to be current and accurate. Missing details can result in invalid and or non-comporting business/corporate paperwork, causing you to amend, restate and or Read More

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Does your business need a spring cleaning?

Mid-year is one of many opportune times to review your business operations globally. If your business year end is June 30, that is even more of a reason to do so. Below are some aspects that can be reviewed, assessed and revised accordingly to comport with ongoing business status and projected operations as well: -Operational Read More

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Business Buyers Beware: Bulk Sales Notice Requirements

The State of New Jersey Bulk Sales Law (N.J.S.A. 54:50-38) protects purchasers from tax debt from the seller of business assets when the sale is outside the normal course of business. Bulk sales include the sale of real property, tangible property such as inventory or materials and intangible assets like goodwill. However, this seemingly straight-forward Read More

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Real Property Tax Assessment Appeal Timeline on the Move!

The deadline to file a commercial or residential real estate tax appeal in most municipalities in New Jersey is April 1st. However, Burlington County, Gloucester County and other counties Appeal Deadline is now January 15, 2022 as many County Board of Taxation has moved up that deadline pursuant to the Alternative Real Property Assessment Calendar Read More

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Buy-Sell Agreements: A Business Necessity That Must Be Funded/Insured

What is a Buy-Sell Agreement? In the simplest terms, it is an agreement between business owners on buying and selling the business. There are many nuances to a buy-sell agreement. If your buy-sell agreement is not set up properly it could end up causing a lot of grief to your fellow business partners, their family Read More

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New Jersey Property Tax Assessment Reviews Underway

New Jersey Real Estate Property Tax Assessment Reviews Underway New Jersey municipal and county tax assessors have begun review of real property tax assessment values and valuations for 2022, based on 2021 data.  Now is an opportune time to review assessments and data relating to your properties to determine impacts of same, to potentially obtain Read More

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Haddonfield, New Jersey 08033-0186
Phone: 856-428-5577
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Mailing Address
P.O. Box 284
Haddonfield, New Jersey 08033-0186
Phone: 856-428-5577