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Estates and Trusts

Estate planning is an important step that every person should take. You need an estate plan to protect your assets and family’s needs in the event of your incapacity or death. If you already have a will or estate plan, keep in mind that you should periodically review all of your estate planning documents. Tax laws are constantly changing, and your family circumstances may change, too.  

We serve residents across North, Central and South Jersey, as well as the Philadelphia region with estate planning needs. We have extensive estate planning experience in Camden, Mercer and Burlington Counties, New Jersey. Our attorneys can meet with you in our Moorestown or Browns Mills, New Jersey offices, or virtually, as needed. To discuss your specific NJ estate planning needs, give us a call today. You can also submit our online contact form to schedule a free phone consultation.

You need an estate plan to protect your family, regardless of your tax bracket. 

The value of a New Jersey estate is no longer subject to a New Jersey estate tax. New Jersey does, however, still impose a transfer inheritance tax on transfers made to certain types of estate beneficiaries. An experienced estate planning attorney can help you craft a tax-effective estate plan that will provide maximum protection for your family. 

An estate plan will protect one of your most important concerns: your children. 

Not being there for your child is something no one wants to think about. However, if you have children, you have to plan ahead for the worst-case scenario. If you and your co-parent (be it a spouse or ex-spouse) were to die simultaneously, who would raise and provide for your children? A solid estate plan can ensure your minor children will be raised by the person(s) you choose, and that the guardian will have access to the money in your estate (savings, retirement funds, life insurance benefits, etc.) to care for your child or children. Our New Jersey and Pennsylvania estate planning attorneys can help you create a plan for your family that at least brings some peace of mind, knowing you have prepared for the unthinkable.

Are you in control of your healthcare decisions? Do you have a medical Power of Attorney? Do you have a Living Will?

You need an attorney who will help you ensure your healthcare wishes are honored in the event that you are unable to communicate your own wishes. The estate planning attorneys at Posternock Apell, PC can prepare a document called an “Advanced Medical Directive for Health Care” or a “Living Will.” A Living Will is a legally enforceable document that ensures that your wishes for end-of-life care are known to your family and medical providers, and that one or more persons are designated to carry out your wishes.​ A power of attorney typically includes handling financial matters and other “daily living” activities. Both documents are important because they ensure that your wishes are known and that there are designated persons you trust to carry out your wishes.

What kinds of estate planning services do we offer? How can we help you?

At Posternock Apell, PC we offer a variety of estate planning services, including:

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Posternock Apell, PC can help you plan for the future and protect the things you love. What types of documents might you need in your estate plan?

  • Will: A will is a set of instructions for the distribution of your assets upon your death. You can protect your loved ones’ interests and help to ensure their financial security going forward. You can also ensure your family avoids interpersonal conflicts by establishing a clear plan for distributing tangible personal property and belongings, including family heirlooms. Additionally, if you own a family business, you should have a plan in place for succession of the business.

  • Guardianship or custody of minor children: Estate planning is especially important when you have a child. It’s important to name a guardian in your will to ensure your wises are honored and to avoid family feuds over the care of your children.

  • Trusts: Trusts are useful documents that can be used to help you protect your assets and specify the use of and management over such assets. A trust can also be established if you want part of your estate to be devoted to charitable giving. Our firm handles the creation of a variety of trusts,, including revocable and irrevocable living trusts, special needs and supplemental benefit trusts, and testamentary trusts.

  • Living wills, conservatorships and designation of power of attorney: You should protect your own interests in case your health deteriorates or you become incapacitated. There are different ways to structure a living will and different types of power of attorney. The scope of a power of attorney typically includes handling financial matters and other “daily living” activities. A living will sets forth healthcare directives concerning your end-of-life healthcare decisions. Both documents are important because they ensure that your wishes are known and that there is a designated person or persons you trust to carry out those wishes.

  • Estate planning for non-traditional families: Same-sex couples, couples with children from a previous marriage, and couples who are not married are subject to more complicated estate planning rules. Our experienced estate planning lawyers can assist you with crafting an effective estate plan that protects the interests of you and your loved ones.

Estates & Trusts

Our lawyers know the importance of protecting your assets and planning for the future through sound estate planning. We can help with wills, trusts, and more.

 

How can we help you today?

info@posternockapell.com
400 North Church St. Suite 250

Moorestown, New Jersey 08057

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856.642.6445

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