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Estate Planning

Every adult should have a will, living will and power of attorney. Unfortunately, many individuals have inadequate documents or no documents at all.
At Begley Law Group, PC, we not only give you the much-needed estate planning documentation but we create a plan that specifically suits the needs of you and your family.

We recognize that our clients have different personal and financial backgrounds that must be evaluated to insure that their assets are well protected during their lifetime and beyond. Whether a client has a taxable estate, a small business or a disabled beneficiary with special needs, an estate plan is designed specifically to meet your needs.

Estate Planning Questionnaire
Have you considered special circumstances that may apply to your estate plan? Our planning questionnaires help you focus your unique needs.
Download Estate Planning Questionnaire »

NJ Estate Planning: More Than Just a Will

Many people tend to think of an estate plan as simply a will. However, with the growing medical needs of an aging population, as well as the need to protect hard-earned assets from excessive taxation, prudent estate planning requires additional protections for all of us. Even the best written will has little value if one’s assets are depleted in later years by health care costs. A comprehensive estate plan should address three questions:

  1. Where do I want my money to go after my death?
  2. How can I protect my estate and myself if I become disabled?
  3. Do I want my life to be extended by life support even though a medical event has left me in critical condition without any hope of recovery?

In many instances, these questions should be answered by considering lawful methods to avoid taxation and to minimize possible nursing home costs. The documents, which are necessary to answer these questions, are a will, a living will, and power of attorney.

A Will declares who shall inherit an individual’s assets (the beneficiaries) and who shall be responsible for distributing them to such beneficiaries (the executor).

A Power of Attorney should be executed appointing an agent to protect one’s person and property in the event of disability. Individuals, who become disabled mentally and do not have a power of attorney, can only be protected by an expensive and humiliating procedure known as a guardianship.

A Living Will should be signed to set forth one’s intentions in a situation where there is no reasonable hope of their recovery or regaining a meaningful quality of life.

Estate Planning with Begley Law Group, PC

The Begley Law Group, PC Value Package

Our goal is to provide security for the surviving spouse and preserve a legacy for the children and to avoid unnecessary taxation.

Here’s what you get with a Begley Law Group, PC consultation:

  • Attorney consultation (90-120 minutes)
  • A complete explanation of probate and tax laws
  • We’ll review strategies that save taxes and that will protect your legacy.
  • You’ll learn the duties of the Executor, Trustee, Health Care Rep, and Agent under Power of Attorney.
  • We’ll review your options in connection with end-of-life decision-making
  • We review options with respect to a “Durable” Power of Attorney.

Here’s what you get when you retain us:

  • Documents customized to meet your individual needs including:
    • A Will
    • A Trust (if appropriate).
    • A Living Will & Healthcare Power of Attorney
    • General “Durable” Power of Attorney
    • Banking Power of Attorney
  • We’ll provide assistance in changing beneficiary designations and in re-titling assets.
  • Quick turnaround and always available to answer your questions.
  • You’ll receive a binder containing copies of all documents and letter re-titling assets.
  • Flat fees available. Includes telephone calls, follow up consultations and photocopies.

Begley Law Group, PC, stands ready to craft the necessary trust or will provisions to maximize asset savings, minimize federal and state estate tax and take into consideration the special circumstances of your family’s needs. As leaders in Estate and Tax Planning, our attorneys are among the first in New Jersey to respond to state and federal tax law changes that can affect estate plans.

Contact us today to begin the conversation.

To speak with an attorney, please call Begley Law Group, PC at 800-533-7227 or email us to set up a consultation at your convenience.

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We provide elder law services in the following areas:
New Jersey and Pennsylvania Medicaid Planning, Medicaid Applications, Asset Protection, Special Needs Trust, Estate and Trust administration and Estate Planning.