Estate Planning
Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.
Estate planning is far more complicated and involved than most people realize. If you don’t have a full understanding of your legal and financial rights, it is going to end up costing you… or your family… much more in the long run.
If you think you are too young to worry about estate planning, or perhaps you are waiting until you have more “estate” to bother with, think again. By planning now what happens to your estate in the event of your death, you will be left with the peace of mind that comes with knowing that you have provided to the best of your ability for your children and your family.
We can help. Our estate planning experts will get to know you and help you plan for the future based on your particular needs and situation. We are happy to discuss, recommend, and offer useful research tools which will help you get your estate in order so that those that follow you won’t be unduly burdened with taxes, probate courts, government bureaucracy, end-of-life costs and other problems relating to inheritance.
Questions you might need help answering…
How does divorce or multiple marriages affect estate planning?
What happens when heirs are too young to inherit?
Are there children from multiple marriages or individuals who might challenge or interfere with estate planning?
How can an inheritance be protected from creditors of an heir?
How can you pass along your estate with the minimum of tax liability involved?
Who needs to be on your estate planning team?
Do you have all the proper paperwork in order, including wills, power of attorney, healthcare directives, and trusts?
How will your estate be taken care of in the event that you are incapacitated?
What are the processes for amending your estate plans as your situation changes?
How can you leave money to charities or other organizations?
This is one area where a do-it-yourself mentality might not be to your greatest benefit.
Let us help guide you through the complexities and challenges of estate planning that are unique to each individual case.
Book Your 30-Minute Discovery Call.
We empower small and medium-sized business owners to shift from operators to strategists, enabling them to make smarter, more impactful business decisions.
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908-509-4034
ethan@hundleyadvisors.com
LOCATION
1 Mill Ridge Lane, Suite 201A
Chester, NJ 07930
OFFICE HOURS
Monday – Thursday
8am to 5pm
Friday
8am to 2pm
Evenings and weekends by appointment only.
*Exceptions for Virtual/Phone meetings can be granted for limited evenings or weekend appointments.
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We empower small and medium-sized business owners to shift from operators to strategists, enabling them to make smarter, more impactful business decisions.
We’re Hundley Advisors. We create solutions that lead to better profitability.
Northern NJ Small Business CFO and Accountant.
CONTACT INFO
Phone: 908-509-4034
Email: ethan@hundleyadvisors.com
Address: 1 Mill Ridge Lane, Suite 201A
Chester, NJ 07930