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Evergreen Commercial Real Estate Brokers Inc
The Finest Commercial Real Estate Brokerage. Call Us Today!
Business Profile
Estate Planning and Management

Estate planners have to have a solid knowledge of probate law, death tax and real estate taxes in general. They need to know how life insurance works and how to administer trust funds if needed in their line of work.

They administer and manage estates for the living, especially for retirees, and have to work closely with their clients. They have to deal with families who are experiencing a bereavement or a difficult situation where a member is incapacitated. On top of that, money can also cause conflict. When a will is contested, when there is a difficult situation such as a probate lapse or when there is no will at all, estate planners may have to step in and try their best to fix the situation. They will require training in conflict management and mediation.

It is not uncommon for estate managers to end up in court. As a result, they have to work closely with lawyers and stay on good terms with judges. They also need to work with real estate and investment brokers, and need to have a solid knowledge of investments themselves. An estate planner is tasked with ensuring that a wealthy individual or family remains wealthy. They commonly hold power of attorney, or may assist in selecting an individual to do so. They also need to have a high skill set level in general financial planning. An estate management company needs to be capable of helping a testator or beneficiary in all kinds of tough situations. They also need to know all of the legal and tax requirements surrounding the transfer of assets.

Estate planners tread in a complicated maze of legal and tax requirements. Much like other financial planners, it is their job to straighten it out and help others navigate it with certainty.


STANDARD LISTINGS:   ESTATE-PLANNING-AND-MANAGEMENT IN/NEAR PASSAIC
Augulis Law Firm Write review for this local business
New Brunswick, NJ 08901
(732) 246-0880  
Our firm is dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family.
Raymond James Financial Services - Kevin Crews Write review for this local business
26 Park St Ste 2182, Montclair, NJ 07042
(973) 509-4660  
Applied Housing Management Write review for this local business
2625 Kennedy Blvd, North Bergen, NJ 07047
(201) 863-0176  
Weiss Peck & Greer Write review for this local business
2 Journal Square Plz, Jersey City, NJ 07306
(201) 222-7617  
309 W 104 St Corp Write review for this local business
309 W 104th St, New York, NY 10025
(212) 865-8339  
Schiltkamp International Consultants Inc Write review for this local business
24 W 71st St, New York, NY 10023
(212) 579-4700  
Electrical Maintenance Write review for this local business
37 W 39th St, New York, NY 10018
(877) 353-2738  
Peterson Management Write review for this local business
712 5th Ave Fl 48, New York, NY 10019
(212) 542-9245  
Mcalinden Associates Inc Write review for this local business
1140 Avenue Of The Americas Ph A, New York, NY 10036
(212) 986-4950  
Ogden Cap Properties Write review for this local business
1 Lincoln Plz, New York, NY 10023
(212) 579-1909  
Chelsea Gca Rity Inc Write review for this local business
105 Eisenhower Pkwy, Roseland, NJ 07068
(973) 228-7913  
Sav-A-Life Inc Annex Write review for this local business
382 Central Park W, New York, NY 10025
(212) 593-1801  
South Dakota Planning Company Write review for this local business
51 E 42nd St Rm 701, New York, NY 10017
(212) 642-8377  
Jeffrey Managmnt Corp Write review for this local business
488 Madison Ave, New York, NY 10022
(212) 421-4626  
Jvg Management LLC Write review for this local business
20 W 20th St Ste 703, New York, NY 10011
(212) 807-0662  
Manhattan Brokerage Co Write review for this local business
1270 Broadway, New York, NY 10001
(212) 643-9712  
Hill Ullman & Erwin Write review for this local business
825 3rd Ave Fl 4, New York, NY 10022
(914) 725-2180  
Integrated Real Estate Resources Write review for this local business
120 Mallory Avenue, Jersey City, NJ 07304
(201) 369-0099  
Sold and Closed Write review for this local business
301 E 79th Street, Apartment 6J, New York, NY 10075
(917) 983-0654  
Gurevich Albert Atty At Law Write review for this local business
111 Broadway, New York, NY 10006
(212) 233-1233  
Whitaker Securities LLC Write review for this local business
233 Broadway Fl 1700, New York, NY 10279
(212) 774-6200  
Bernstein Ari G Write review for this local business
801 Franklin Ave Ste 6, Franklin Lakes, NJ 07417
(201) 891-6955  
Trust for Pubic Land Write review for this local business
656 Broadway, New York, NY 10012
(212) 677-7171  
Ginsberg & Assoc Write review for this local business
405 E 13th St, New York, NY 10009
(212) 358-9534  
Cammeby International Write review for this local business
41 Broadway, New York, NY 10006
(212) 284-3750  
Estate planning, management, and probate lawyers are available to help you determine where your assets will go at the end of your life. A power of attorney needs to be set up, as well as beneficiaries to your possessions. If you have trusts set up you may believe everything is taken care of, but this is not the case. In order to reduce the amount of taxes your loved ones are responsible for after your death you will need to have a will set up explaining who gets what. Anti-lapse laws can be explained from an estate planning, management, and probate lawyer you find online or in a phone book. Friends and family may know of a person that can help you with your financial needs. You may also want to determine who you trust to make important decisions for you if you become incapacitated. Planning for incapacity is responsible and can help reduce any confusion that happens unexpectedly. Mediation sessions can be arranged to help decide these important decisions. You can go over your insurance policies, retirement savings, investments, and any real estate you own to help determine who you want to receive your possessions. Transferring management can easily be done with the right help. Ask around and see if you get recommendations for an independent financial adviser or lawyer that has a history of offering these services. Making these decisions now will keep family members out of court and will make them not have to pay so much in taxes after your death.


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