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Estate Planning

Estate Preparation

Estate Preparation

Effective estate planning enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they are carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

We aid Executors of a will in managing: 

  • Estate Tax Planning
  • Estate Assets 
  • Distribution of Finances
  • Preparing Federal and State Estate and Inheritance Tax Returns

We aid clients in beginning the estate planning process during their lifetime in an effort to bring their affairs in order. We offer: 

  • Trust Formation 
  • Management of Financial Compensation of Death Benefits or Life Insurance Policies
  • Limiting Estate Tax Burden 
  • We Help Prepare Clients for the Financial and Asset Management Implication Prior to Making a Will. 

Give Henderson & Neuberg a call today for help through the Estate Management process. We will guide you in your preparations with knowledge and expertise. 

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Estate Planning Guide

Estate Planning Guide

  1. Who is/are the main income provider(s) of the household and what is the annual income?
  2. Who do you currently support? If so, what are the names, ages, and situations?
  3. What are the upcoming financial and/or medical needs of those you support, if applicable?
  4. How much life insurance (personally and professionally) do you have and who owns it?
  5. Has anyone created a trust in your name?
  6. What are your personal assets, and who is the owner and beneficiary of those assets?
  7. Who will be your executor? Include back-up executors in the order they would be asked.
  8. Are you looking to create a trust for any beneficiary of the will?
  9. Are any of beneficiaries in special circumstances?
  10. Do all of your assets have the correct beneficiaries listed?
  11. Do you own a business? If so, what size?
  12. Are all of your important documents in one safe location?
  13. Have you given Henderson & Neuberg a call at (908) 879-7624 to help you get started?