Morris County Estate Planning Lawyer

At Levine & Levine, our firm strives to provide families in New Jersey with top-notch legal service for all aspects of their life, including planning for the future. We can gladly assist you with the following:

• Contested Wills & Undue Influence
• Special Needs Trusts
• Probate / Estate Administration
• Tax Saving & Asset Protection Trusts
• Wills

When to Begin Estate Planning in Morris County

The best age to start planning for an estate in New Jersey is as soon as you become a legal adult.

Even if you don't have many assets, it's crucial to have a basic estate plan in place in case of the unexpected. This could include a will, a health care proxy, and a durable power of attorney.

As you age and your life circumstances change, you can update your estate plan accordingly. For example, add a trust if you have minor children or want to donate money to charity.

If you or your family needs assistance with estate planning, contact a skilled and experienced Morris County estate planning attorney at Levine & Levine. With a background in accounting and finance, Attorney Brett Levine has decades of practical experience in advising New Jersey families on powers of attorney, living wills, real estate transfers and the tax implications of their estate planning decisions.

Get Expert Guidance from Our Morris County Estate Planning Lawyers

For families with a typical asset profile, we prepare:

• Wills
• Living wills or health care directives
• Powers of attorney
• Real estate transfers
• Special needs trusts

These instruments are intended to make sure that your estate passes smoothly to your heirs, that your health care needs are met according to your specific directions, and that any family members who need special care or treatment will be properly cared for.

Advanced Estate Planning Strategies for Morris County Residents

For families who have been fortunate enough to have accumulated substantial assets over the course of a career or through inheritance, our New Jersey estate planning lawyer provides all of the services described above, together with additional services and instruments, including:

• Family estate and succession stakeholder conferences
• Trusts within wills, such as insurance trusts, credit shelter trusts and residential real estate transfer trusts
• Asset protection trusts and other vehicles to avoid tax consequences
• Special needs trusts to provide for loved ones requiring additional care
• Charitable and educational trusts and foundations
• Inheritance tax and estate tax evaluation
• Negotiation, resolution and release of conflicting interests

With our estate planning attorney's accounting and business experience, we never need to delegate or outsource your family's confidential financial affairs. All of our estate plans are designed to address your specific and unique circumstances, minimize tax exposure, preserve your assets, and keep your family and your legacy out of court.

Expert Estate Administration Services in Morris County

We represent executors, administrators and personal representatives in both simple and complex estates. We can also marshal assets, pay or contest claims, transfer real estate, distribute bequests, and render interim and final accountings. In contested probate proceedings, we can represent either the estate or the heirs as trial counsel.

Should disputes arise, our attorney will zealously advocate on your behalf in estate litigation, including contested wills and undue influence.

Our Florham Park estate planning attorney has conducted continuing education courses in estate planning for CPA's in Essex County, and also serves as a court-appointed successor trustee in the courts of Morris County and Essex County.

Comprehensive Estate Planning Services for Morris County Residents

Living in Morris County, you understand the importance of planning for the future, especially regarding estate planning. At Levine & Levine, we are deeply familiar with our local community's unique needs and concerns. Whether you're in Morristown, Parsippany, or Florham Park, our team is here to help you navigate the complexities of estate planning with confidence and care.

We recognize that planning your estate brings challenges, from healthcare decisions to asset protection. Our estate planning services are designed to address these specific issues, ensuring that you and your loved ones are well-prepared for the future.

We understand that navigating government resources can be daunting. While we do not partner directly with local government entities, we are well-versed in the resources available through the Morris County Division on Aging, Disabilities, and Community Programming and the New Jersey Department of Human Services. These organizations provide valuable support and information that can complement our legal services.

One of the common pain points for Morris County residents is understanding the intricacies of Medicaid eligibility and asset protection. Our team can guide you through the process, helping you to protect your assets while ensuring you receive the care you need. We also offer assistance with guardianship matters, providing peace of mind that your loved ones will be cared for according to your wishes.

At Levine & Levine, we pride ourselves on our deep connection to the Morris County community. We know the local landscape, the resources available, and the common concerns of our residents. Let us help you plan for a secure and comfortable future.