Comprehensive Estate and Trust Services in Essex County, New Jersey
Estate planning and trust services involve many individual parts that must fit together to make a complete picture. For example, you can put a lot of planning into your will, but if you fail to make the appropriate beneficiary designations on your life insurance or retirement accounts your assets will not pass as you intended and taxes can be compounded drastically.
The estate lawyers at Levine DeSantis, LLC, make sure all of the pieces of your plan fit together. For over 20 years our firm has helped clients in and around Millburn and Essex County create comprehensive and seamless estate plans that address property distribution, tax minimization, and various lifetime management strategies that help our clients meet their goals.
To speak with an experienced attorney with a comprehensive view of estate and trust services, contact us today.
We Make it Easy
Our attorneys work with estates and trusts every day. However, we recognize that this might be the first time you are hearing and learning about these topics in detail. Knowing this, we make it our goal to make the process easy for you.
When we speak with clients we help them understand what to expect in terms that are clear and straightforward. In addition, we have developed checklists and processes that make it easy for you to know exactly what you need to do. For example:
- Before you come to your first meeting, we will give you a complete list of information and documents you should gather and bring
- Each year we send you a letter advising you of changes in the law. This letter also reminds you to take specific actions if you have started a new job, set up a new 401(k), moved your assets or had other life changes that impact your estate planning
- We help you organize a list for your fiduciary, so it is easy for them to find everything necessary to administer your affairs
To work with estate and trust attorneys who are dedicated to surpassing your expectations and who are determined to make it easy for you, contact us today to schedule an appointment. You can reach our Millburn, New Jersey, office at 973-671-1696.
