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Investment Management


Financial Planning

Senior Care

Estate and Trust

Estate and Trust

We handle the details, so you do not have to.

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

Recommend and execute estate planning strategies.

Recommend revisions to your trusts and estate planning documents, including ensuring the changes are made.

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(732) 564-9404