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Estate Planning
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If A Person Dies Without A Will, Then Estate Administration, Not Probate, Is Required By County Surrogate Court

“What happens if a person dies without a Last Will & Testament” is an issue many may need to address.  When no Will nor legitimate Will nor Trust exists, estate administration is then in lieu of probate and can be a bit more onerous and complex.  A person’s real and personal property to be marshaled Read More

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You and or Your Business Need Life Insurance: Buy Sell Agreement and or Succession Planning!

You and or Your Business Need Life Insurance: Buy Sell Agreement and or Succession Planning! Personal and or Business life insurance is often used for buyout and or a buy sell agreements as well as other related bylaws or operating agreement provisions. Business life insurance can support your business financially if something happens to you, your Read More

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NEW JERSEY PROPERTY TAXES: HOW MUCH SHOULD YOU BE PAYING? New Jersey Real Property Tax Assessment Appeal 2024

NEW JERSEY PROPERTY TAXES: HOW MUCH SHOULD YOU BE PAYING? New Jersey 2024 Real Property Tax Assessment Appeals: Are You Paying Too Much?  Many real property / real estate owners in New Jersey may be paying more than their fair share of property taxes.  Property tax assessment for 2024 are addressed by sales, rental rates/income Read More

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Revocable Living Trust: Estate Planning Aspects; Avoid Probate; Private Control of Assets; Mitigate Taxes

Revocable Living Trust: Estate Planning Aspects; Avoid Probate; Private Control of Assets; Mitigate Taxes -If you have a Will consider a Living Trust. A Will may not be the best plan for you and your family. A Will does not avoid probate and must be validated by the Surrogate court before it can be enforced Read More

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Estate Plan, Wills, Trusts & Tax Mitigation Strategies To Consider Now!

Estate Planning & Tax  Mitigation Strategies to Consider Now Prior To The Estate Tax Exemption Expiration In 2023 you may transfer $12.92 million ($25.84 million combined portability for married couples) out of your taxable estate without any tax. This amount will reduce/reset in two (2) years when the current Federal lifetime estate tax exemption expires Read More

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Estate Planning: Get Your Estate Plan In Place To Avoid Estate Administration!  

Estate Planning: Get Your Estate Plan In Place To Avoid Estate Administration! Questions and or matters always arise as to how you may have to administer to a decedents estates where the decedent does not have a Will or any valid Will. In the State of New Jersey, if no Will or no valid Will Read More

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You Can Be Worth More Dead Than Alive: Your Estate Value May Be Larger than You Know!

You Can Be Worth More Dead Than Alive: Your Estate Value May Be Larger than You Know! How much are you worth?  What is your estate valuation along with directed assets and life insurance worth?  These valuations can be very disparate. When you pass, your beneficiaries may receive a large inheritance even though your current Read More

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THE DEADLINE TO FILE YOUR PROPERTY TAX ASSESSMENT PETITION OF APPEAL IS APRIL 3, 2023*

*IN NEW JERSEY, MOST MUNICIPAL & COUNTY DEADLINES FOR YOU TO FILE YOUR PROPERTY TAX ASSESSMENT PETITION OF APPEAL IS APRIL 3, 2023, BY 4:00 P.M. (Again, Depending upon your Municipality and or County). Despite the ongoing real estate market activity, many real estate property owners in New Jersey may be paying more than their Read More

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Contesting a Last Will & Testament in the State of New Jersey: Undue Influence and or Diminished Capacity

Contesting a Last Will & Testament in the State of New Jersey: Undue Influence and or Diminished Capacity Diminished capacity and or undue influence are part of several grounds to challenge the validity of a Last Will & Testament. The supporting evidence must show that the beneficiary or other party of interest had motive and Read More

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No Will? No Trust? Here Comes Estate Administration in New Jersey!

No Will? No Trust? Here Comes Estate Administration in New Jersey!   Questions and or matters always arise as to how you may have to administer to a decedents estates where the decedent does not have a Will or any valid Will. In the State of New Jersey, if no Will or no valid Will exists, Read More

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Office Address
Haddonfield Office
35 Kings Highway East
Ste. 212
Haddonfield, New Jersey 08033-0186
Phone: 856-428-5577
Text: 856-850-3900
Fax: 856-428-5969

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