Tips for Identifying the Right Estate Plan for You

April 15, 2016

According to research, as many as 57% of Americans do not have a will and as many as 69% of parents with minor children do not have a will. Even though many individuals are familiar with the basic importance of planning ahead, many just simply cannot find a way to follow through.shutterstock_280234760

Most people avoid getting a will because they think it will be too complex or too expensive to hire an attorney. Thankfully, this is not true. Many people go on the other end of the spectrum and assume that they can complete a will or other essential estate planning documents on their own. This can be just as detrimental as not having a will at all because failing to comply with state requirements could mean that your will is invalid, rendering a legal battle and mass confusion after you pass away.

Basic estate planning tools like a will can typically be accomplished after a short meeting with a knowledgeable New Jersey estate planning attorney. Meeting with an attorney can also give you more information about other aspects of managing your estate planning that could be helpful for accomplishing your goals such as using trusts. Setting up a meeting with a New Jersey estate planning attorney can be a significant step forward for protecting your interest now and well into the future.


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

How Markets Are Responding to the Iran Conflict — And What Investors Should Keep in Perspective

Recent U.S. strikes on Iran have increased geopolitical tension and market volatility. Here’s how energy, gold, the dollar, and equities are reacting—and why long-term investors ...

<p>The post How Markets Are Responding to the Iran Conflict — And What Investors Should Keep in Perspective first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Understanding the New FinCEN Residential Real Estate Reporting Rule

What Business Owners and Property Investors Should Know Before March 1, 2026 Effective March 1, 2026, the Financial Crimes Enforcement Network (FinCEN) will implement a new residential real estate reporting rule that significantly expands ...

<p>The post Understanding the New FinCEN Residential Real Estate Reporting Rule first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Top 5 Things Employers Should Know About Their 401(k) and Employer-Sponsored Retirement Plans

Discover the top five things business owners should understand about managing a 401(k) or employer-sponsored retirement plan, including fiduciary responsibility, fees, compliance, and employee engagement. ...

<p>The post Top 5 Things Employers Should Know About Their 401(k) and Employer-Sponsored Retirement Plans first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>