Cumberland County, New Jersey Estate Planning Lawyers
Ms. Ward also works with her clients...
Mr. Lolio is adept at preparing sophisticated wills and trusts for high net worth clients. He understands that for clients to achieve their goals and wishes, fully integrated plans are a must. To that end, Mr. Lolio works closely with clients' financial advisors and accountants.
In addition, Mr. Lolio helps executors and trustees. He knows they are often thrust into these complex roles without realizing they have become fiduciaries with heavy legal responsibility. Mr. Lolio guides them to make sure they properly perform their duties. He...
Upon graduating from law school, Mr. Ehling began his legal career as in-house counsel with Travelers Insurance Company in Philadelphia, PA. He later joined the tax consulting practice of Big 4 accounting and tax consulting firm, Deloitte & Touche, LLP in Philadelphia, PA. After his time with Deloitte,...
Ship Bottom, NJ 08008
Rutgers School of Law-Newark
Kathleen is a member of the National Academy of Elder Law Attorneys, The Academy of Special Needs Planners, the Real Property, Probate and Trust Section and the Elder Law Section of the New Jersey State Bar Association.
She is a member of the American, New Jersey and Ocean County Bar Associations as well as the Elder Law Section of the Ocean County Bar Association....
Our focus has always been in giving clients fair and honest advice up front and throughout the process so that clients know what to expect. We do not push aggressive or unreasonable positions on our clients but seek to achieve the best result...
Planning your estate?
Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.
An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.
Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.
Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.
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