Tips for Finding the Right Estate Plan for You

February 26, 2016

Some research suggests that as many as 57% of Americans do not even have a will and nearly 70% of parents with children under the age of 18 do not have a will. Even though the vast majority of Americans understand the basic premise of estate planning, many of them fail to follow through. Some people might think they are able to get away without a will but many people should actually be planning for how to avoid probate as well as what they want with regard to their property being distributed after they pass away. Thinking that it is a good idea to prepare your own will can be a big mistake.

Even though the vast majority of Americans understand the basic premise of estate planning, many of them fail to follow through. Some people might think they are able to get away without a will but many people should actually be planning for how to avoid probate as well as what they want with regard to their property being distributed after they pass away. Thinking that it is a good idea to prepare your own will can be a big mistake. shutterstock_88675294

Using a generic or template will that you find on the internet may mean that you are not creating a document in line with state and federal laws. Having a New Jersey estate planning attorney look over your document and recommend any changes can help you and your loved ones avoid serious problems. With an attorney’s insight, you can avoid common missteps and ensure that your estate plan is in line with your needs.


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 Do You Know When You Can Retire?

Retirement isn’t just about reaching a certain age—it’s about knowing your finances can support the life you want. Learn the key questions to ask before making the transition. How Do You Know When You Can Retire? For many people, retirement is one of life’s biggest milestones. ...

<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account

Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...

<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End

Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...

<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>