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Provide for your loved ones, not the government.


Financial Planning

Investment Management


Estate AND Trust

Senior Care

Estate and Trust

We handle the details so your wealth transfers smoothly

Our team works on each step, from transfer planning, document creation, revisions, to follow through.   We are committed to safeguarding your assets and providing the guidance and oversight to your executor or trustee needs to properly carry out your plans.

We provide the following services: 

  • Advisor or agent to executor, including full administration.
  • Advisor or agent to trustee, including compliance and accounting.
  • Estate and trust tax return preparation and filing, including New Jersey Inheritance tax returns.
  • Recommending and executing estate planning and transfer strategies.
  • Recommending revisions to trusts and estate planning documents, including ensuring changes are made.

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(732) 564-9404