Effective estate and gift planning facilitates an orderly transfer of assets to
beneficiaries, provides security for surviving family members, and reduces –
and in some cases completely eliminates – federal and state estate and inheritance
tax. Proper planning protects the assets a client worked so hard to create during
their lifetime.
Estate planning and Asset Preservation is essential for individuals living in New
Jersey with estate values of more than $675,000 and especially for small business
owners who wish to transfer ownership of their company after their passing. Van
Duyne, Behrens & Co., P.A. will explain in simple terms this complex process and
develop a plan that preserves the estate assets for those loved ones who are most
deserving.