Estate and Gift Planning

Our team is in touch with the pulse of our clients’ businesses, anticipating their needs now and in the future so they can plan ahead. As members of the Estate Planning Council of Northern New Jersey, we are constantly advising our clients on their changing needs. We are proactive, so we ask you—we don’t wait for you to ask us. Following your personalized estate plan would give you more privacy and control over where your assets would go.

We offer: