Wills, Trusts, Estate Planning & Estate Administration

Wills, Trusts, Estate Planning & Estate Administration

Our New Jersey estate attorneys have extensive practice and significant experience in this practice area. This practice group is led by Frank Nardi, who in addition to being an attorney is also a certified public accountant and a certified financial planner. We provide services in several areas.

Preparing for Difficulties During Life

McLaughlin & Nardi’s New Jersey estate planning attorneys work with people to ensure that if a tragedy happens and they are unable to care for themselves, that the legal and financial tools are in place for their financial and medical care. Also, we help people plan for major accidents where terminal conditions arise but they are unable to communicate by making sure that their wishes are known in advance and will be followed by the use of advanced care directives and living wills.  Our attorneys understand the difficulty of these decisions, as well as the financial and logistical problems involved, and help people plan and stand with them every step of the way.

Planning for the Family’s Future After You Are Gone

Our New Jersey estate planning attorneys assist our clients in planning so that they may pass on the fruits of their life’s labor so that it reaches their intended beneficiaries with the minimum tax burden. The firm’s New Jersey estate planning attorneys also ensure that the structures are in place which ensure that a person’s assets are properly managed so that they last. We also work to ensure that our clients’ assets will be well-managed for the benefit of young beneficiaries and that children will be cared for.

The key to achieving those goals is prior planning.  Our New Jersey estate planning attorneys have broad experience helping people plan for a future after they have gone, in which they have provided for their loved ones.

Tax Planning

One of the most difficult areas in estate planning is to minimize the tax burden on your loved ones – you worked to earn your assets and want them to be passed on to those whom you intend. The firm’s New Jersey estate tax attorneys work to structure your estate planning documents to ensure that the transfer of your assets to your beneficiaries triggers the minimum tax burden possible. Frank Nardi’s experience as a certified public accountant is invaluable in this area.   There are many legal and effective ways to accomplish this goal – and also many ineffective ways which should be avoided.  The key is expert planning by an experienced New Jersey estate planning attorney.  

Estate Administration

Dealing with probate and administering a loved one’s estate, including insurance claims, locating and valuing assets, the complexities of business ownership or family partnerships, dealing with estate debts and taxes, and, finally, transferring title and distributing assets to the intended beneficiaries can be complex and daunting. Our New Jersey estate administrative attorneys are experienced in dealing with these intricacies and routinely handle these complex tasks at a difficult time.  Managing the estate’s assets, distributing them to beneficiaries, assessing the assets, and  preparing and filing estate tax returns, transferring title, all require experienced estate attorneys.  McLaughlin & Nardi’s  New Jersey estate and probate attorneys have significant experience and expertise in assisting people with the complexities of estate administration and probate. 

McLaughlin & Nardi, LLC’s Experienced New Jersey Probate and Estate Attorneys

Our New Jersey estate and probate attorneys are experienced in all aspects of probate and estate law, from estate planning to estate administration.
To further obtain assistance, please e-mail us or call our New Jersey probate and estate attorneys at 973-890-0004.  We can help.

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