Cherry Hill Office
1800 Chapel Ave West, Suite 200
Cherry Hill, New Jersey 08002
Radnor Office
150 North Radnor Chester Road
Radnor, PA 19087
Philadelphia Office
2005 Market St #4
Philadelphia, PA 19103
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Estate Planning

Most of our clients have made significant headway with their estate planning before we are introduced to them. Through our process, we are able to demonstrate enhanced value by discovering together what is possible and then work towards translating that possibility into a reality.

Our approach to estate readiness includes five consecutive levels that act as the building blocks of our efforts:

  1. Financial Resources: You must have the means not only today, but in the future to help achieve your desired goals and thus adjustments are typically warranted and necessary. Just as you may rely on financial goals in your professional life to determine future trends and opportunities, you need this same level of introspection of your personal standing regularly. We provide the appropriate tools for your personal situation to uncover and quantify capital for both current and future needs. We account for economic trends, as well as your overall well-being in determining your needs on an immediate, intermediate and long-term basis.
  2. Lifetime Opportunities: We practice lifetime planning as it relates to your estate and the amount of capital you need to help achieve your financial objectives. With this focus, we integrate strategies that determine the current amount of excess assets you have in your estate, if any. we explore lifetime opportunities to transfer excess assets into a tax-exempt estate. We also explore the form your tax-exempt estate should take and review alternatives once all your repositioning is complete.
  3. Family Wealth Transfer: For most of our clients their children are the primary objective of their bounty. But very few parents, unfortunately, have taken the time to seriously consider and effectively plan how to transfer their family wealth to their heirs to bless them and not ruin them. Our objective is to help structure the appropriate distribution of your family wealth so the greatest good can be done for those you love.
  4. Estate Planning/Asset Protection Strategies: Wealth can be dissipated through generations of a family due to taxes and other exposures. Our work together will assist you in creating enhanced estate planning / asset protection strategies for future generations while minimizing estate taxes and shrinkage. This is accomplished through estate/asset protection strategies designed to minimize the following second level of estate taxes, divorce settlements, professional liability, business risk and casualty and liability exposure.
  5. Special Needs Planning Strategies: There are many families who need direct and pragmatic guidance in order to provide for and financially support the needs of a family member with special needs. This critical planning is a crucial aspect of a well-conceived estate plan that may even take hold during their lifetime, but will definitely be of critical importance when they are no longer available to manage and orchestrate care themselves. Special Needs Planning Strategies is further complicated by the vast array of options and legal requirements one’s state of residence could require depending on the recipient’s condition and mental capacity both currently and in the future.