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Estate planning is an ongoing process designed to maximize wealth preservation during your lifetime and ensure the orderly distribution of your asset upon your death. An effective estate plan is invaluable to your family and heirs, providing them with clear guidance regarding your intentions, minimizing potential family conflicts, and managing the potential estate tax liability. Our experienced department, headed by Jeffrey McWeeney, a former Special Deputy Surrogate of Ocean County, handles all types of matters including
- Preparation of wills, trusts and other estate planning documents
- Planning for family business succession, charitable giving, retirement, disability, and creditor protection
- Representation of personal representatives in probate and trustees in trust administration
- Advice and counsel to estate and trust beneficiaries
- Tax planning and preparation of estate and gift tax returns
- Will contests and other estate and trust litigation