Thoughtful Estate Planning

 

The Law Office of Wolfgang G. Robinson, Esq., L.L.C. advises our clients as to the various estate plans that can be put in place after balancing the complexities of Federal and New Jersey taxes (including the estate, gift, generation skipping transfer, and income taxes) with our client's personal family situation.

 

Crafting a careful estate plan takes a lot of forethought.  Some clients find it helpful to complete our Estate Planning Questionnaire as they evaluate the decisions that must be considered.  To view our Estate Planning Questionnaire, just click on the link below:

 
 

The Most Common Reasons to Update Your Estate Plan

  • If there has been a birth, adoption, death, marriage, or divorce in your immediate family
  • If the size of your estate has either substantially increased or substantially decreased
  • If any of the persons named in your estate documents has died
  • If you want to change or add any specific gifts in your estate planning documents
  • If you have sold, lost, or otherwise given away property that is mentioned in your prior estate plan
  • If you have moved
  • If any of your children who were to receive property under your prior estate plan have now reached the age of 18
  • If you have acquired new property