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.
Estate and Trust Planning