Estate Planning Services Hub

Choose the path that fits, and we'll tailor it to your life.

Creating the solutions that work for you...

From simple Wills to advanced trusts, every option is explained in plain English—what it does, who it’s for, and how it helps your family avoid court, conflict, and chaos.

Scan the tiles below. Each opens a focused page with examples, timelines, and answers to common questions. Not sure where to start? Book a Strategy Call and we’ll guide you.

Prefer a complete list? Jump to See All Services (A–Z) for every offering in one place.

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Wills & Basic Plans

What it is: Will, Durable Power of Attorney (DPOA), Health Care Proxy/Advance Directive (AD), and HIPAA Authorization.

Best for: Simpler estates, renters, early‑stage planning.

Why it helps: Names who’s in charge, who inherits, and who can act for you if you can’t.

Next: Compare Will‑only vs. Trust‑based.

Revocable Living Trusts (RLT) & Funding

What it is: A private, flexible plan that avoids most probate when properly funded.

Best for: Privacy seekers, homeowners, blended families, out‑of‑state property owners.

Why it helps: Faster administration, fewer court delays, smooth incapacity handoffs.

Next: See our funding checklist and NJ deed/titling guide.

Advanced Marital & Tax Planning (A/B, A‑B‑C, QTIP/Clayton)

What it is: Marital and credit‑shelter structures to preserve exemptions and direct assets across marriages.

Best for: High‑net‑worth (HNW) families, second marriages, complex estates.

Why it helps: Reduces tax risk, honors promises to both spouse and children.

Next: Modeling examples and portability discussion.

Special Needs Planning (SNT)

What it is: Third‑party and first‑party Special Needs Trusts protect benefits and provide lifetime support to those who need them most. 

Best for: Families with a disabled or medically fragile loved one.

Why it helps: Preserves SSI/Medicaid eligibility while improving quality of life.

Next: Trustee training and benefits‑safe distributions.

Medicaid & Long‑Term Care (MAPT)

What it is: Medicaid Asset Protection Trusts and care planning strategies.

Best for: Seniors and caregivers planning ahead for nursing‑home or in‑home care.

Why it helps: Positions assets within legal rules; reduces crisis‑driven spend‑down.

Next: 5‑year look‑back timelines, caregiver agreements, and homestead rules.

Retirement Accounts & Beneficiaries (SECURE Act / SRT)

What it is: Beneficiary strategies and Stand‑Alone Retirement Trusts (SRT) for control and protection.

Best for: Large IRAs/401(k)s, HNW heirs, complicated family dynamics.

Why it helps: Coordinates taxes and timing; protects inheritances from creditors/divorce.

Next: Conduit vs. accumulation planning; eligible designated beneficiary (EDB) review.

Life Insurance & ILITs

What it is: Irrevocable Life Insurance Trusts (ILITs) keep death benefits outside the taxable estate and help control the use of proceeds.

Best for: HNW/UHNW families, business owners, large policies, and families with minor children.

Why it helps: Estate‑tax liquidity; disciplined distributions.

Next: "Crummey" administration and trustee guidelines.

Charitable Planning (DAFs, CRT/CLT)

What it is: Donor‑Advised Funds (DAFs) and charitable trusts (CRT/CLT) that align giving with tax benefits.

Best for: Philanthropic families, appreciated asset strategies.

Why it helps: Income/estate tax advantages with long‑term impact.

Next: Sample giving plans and family mission statements.

Business Owners & Succession

What it is: Coordination of trusts with LLCs, S‑corps, buy‑sell agreements, and key‑person coverage.

Best for: Founders, partners, family businesses.

Why it helps: Continuity, cash‑flow, and control if something happens.

Next: Valuation tips and successor‑trustee playbooks.

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Guardianship & Children's Safety Plan

What it is: Temporary/standby guardians, caregiver cards, school/daycare releases, and instructions packet.

Best for: Parents of minors and parents of individuals with special needs or developmental disabilities.

Why it helps: Prevents a gap where children sit in state care while courts sort things out.

Next: Age‑based distribution options and incentive clauses.

Gun Trusts (Responsible Firearm Ownership)

What it is: Trusts to lawfully hold and transfer certain firearms and accessories.

Best for: Owners who want compliant control and safe succession.

Why it helps: Reduces risk of unlawful possession or transfer; clear trustee rules.

Next: NJ‑specific considerations and safe‑storage checklists.

Probate & Estate Administration

What it is: Court‑supervised process after death to gather assets, pay claims, and distribute the residue.

Best for: Estates without trusts or with unfunded trusts.

Why it helps: We reduce friction, handle creditors, and keep the family informed.

Next: Fee ranges, timelines, and bond guidance.

Trust Administration (Post‑Death/Continuing)

What it is: Guidance for trustees on notices, accounting, taxes, and distributions.

Best for: Successor trustees (family or professional).

Why it helps: Prevents costly mistakes; keeps beneficiaries informed and protected.

Next: First‑90‑days checklist and annual cadence.

Real Estate & Deeds (NJ)

What it is: Deeds, co‑owner titling (TBE/JTWROS/TIC), and trust funding for homes, rentals, and multi-families; Section 1031 exchanges.

Best for: Homeowners, investors, multi‑state building and property owners.

Why it helps: Aligns property with your plan; smooths later transfers.

Next: County recording quirks and shoreline/coastal notes.

Ongoing Care Options (AMP & CCP)

What it is: AMP (Annual Maintenance Program) and CCP (Continuing Counsel Plan) with advisor summits.

Best for: Families who want proactive stewardship, not just a binder.

Why it helps: Keeps titles/beneficiaries current; coordinates with your CPA/financial planner or tax attorney.

Next: Compare tiers and scheduling.

Ready to get Started?

If you live, work, or own property in New Jersey, we’ll help you put a clear, practical plan in place.

Our 3-tier flat fee packages allow you to create a powerful and commanding Estate Plan inclusive of a Will, Trust(s), durable Power of Attorney (POA), Advance Healthcare Directives, and much more, so your wishes are honored and your family avoids court delays and confusion.

Schedule a friendly, no-pressure consult to review your goals, assets, and beneficiary designations, and we’ll recommend the right package and timeline.

We handle the drafting, signing, and funding steps, and you leave with plain-English summaries plus a roadmap your loved ones can follow. Call, email, or book online today and take the first step toward peace of mind.

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