Create A Trusted Strategy For Your Future

Much of estate planning focuses on what happens to your estate at the time of death. At Levine Haddad & Gregory, LLC, however, we recognize what happens during your lifetime is equally important.

From our office in Springfield, New Jersey, our estate planning attorneys assist clients with financial and legal strategies for structuring, protecting and gifting assets during their lifetime. This process is an integral part of elder law planning and contingency planning in the event of a disability. Contact us to learn more about the strategies you could implement.

Lifetime Planning For Whatever Tomorrow Brings

A key consideration in lifetime planning is making provisions for the chance you could be incapacitated at some point in your life. If an accident or illness puts you in the hospital for an extended period, how much peace would it give you to know all your affairs were in order? If your capacity is diminished, even if by old age, you want to know everything is being taken care of – someone is paying your bills, paying your taxes and advocating for your health care.

We can help you implement strategies and use tools that will provide for your care or the care of a loved one, including:

• A power of attorney to manage legal and financial affairs
• A living will and advanced health care directive to manage medical affairs
• Revocable living trusts to manage assets

For individuals who are in their later years or who are caring for older family members, we have elder law attorneys familiar with legal issues that impact the elderly. We can help you figure out how to care for the elderly without sacrificing all your assets. We can also assist you in obtaining government benefits such as Medicaid.

Preserve Your Assets With A Plan

Another aspect of lifetime planning and elder law planning looks at what you can do today to preserve more of your assets at the time of death. There are many things you can do now to lighten the tax burden of your heirs later.

We advise clients on a wide range of options in this area, including:

• Gifting
• Succession planning
• Irrevocable trusts
• Entity planning

Learn More By Speaking With A Lawyer

The planning you do today does pay dividends tomorrow, for both yourself and your family. Get the peace of mind that comes from knowing your affairs are in order. Send us a message or call us at 973-834-3820 to discuss your lifetime and elder law planning concerns with an understanding and experienced lawyer.