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.
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: Learn about the Dangers and Costs of "Doing Nothing," or jump right to Comparing our Will‑only vs. Trust‑based plans.
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.
Questions on Revocable vs. Irrevocable Trusts? Click here to Learn More!
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.
Explore Special Needs Trusts and Planning here.
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.
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.
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.
High Income and Ultra High Net Worth Families
What It Is: A Private Client Estate Stewardship Program for HNW and UHNW Families — continuous, concierge-level oversight through our Continuing Counsel Plan (CCP) or Annual Maintenance Program (AMP).
Best For: High- and ultra-high-net-worth families, executives, entrepreneurs, and multi-generational estates who need ongoing precision — not one-time paperwork.
Why It Helps: Advanced plans only work if maintained. We coordinate with your CPA, RIA, family office, and insurance professionals to ensure trusts are funded, elections are filed, Crummey notices are managed, and all titling, entity, and tax decisions stay aligned. You’ll receive quarterly advisor summits, liquidity/tax reviews, and trustee guidance so your estate plan keeps pace with your wealth.
Next: Explore our sections on HNW/UHNW to match your level of complexity and high-touch involvement.
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.
Not Finding what you're Looking For?
Explore our complete List of Estate Planning Services on our A-Z page by clicking below!