Estate and Trust/Gift Planning and Preparation

Estate and Trust/Gift Planning and Preparation

Effective estate and gift planning facilitates an orderly transfer of assets to beneficiaries, provides security for surviving family members, and reduces and in some case, 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, Bruno & Co., P.A. will explain in simple terms this complex process and develop a plan that preserves the estate assets for those love ones who are most deserving.    

van duyne, bruno & co., p.a

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