Probate Attorney

Sea Girt, NJ

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Dealing with Debts

Tax Issues

Preventing the Need for Probate

If you create a living trust and transfer assets into it, you can prevent the need for your heirs to go through probate court. At the Anthony J. Cafaro, P.C., we can help with estate planning so that you can create a trust that protects your assets so that when you die, everything is immediately transferred to your heirs according to your wishes. This will also prevent the need to go through probate in multiple states if you own property outside of New Jersey. Planning ahead can save your heirs from going through a difficult experience later on.

Additionally, there are other assets that can be transferred outside of probate. This includes a life insurance policy or a retirement account with a named beneficiary. Other assets that are held in joint tenancy or community property can transfer directly. Some banks will also offer accounts that are Payable Upon Death. The ownership of these accounts immediately transfers to your designated heir upon your death. Just make sure that they are aware of the account and have the information necessary to go and collect the funds. You will still be able to use the account like normal and Anthony J. Cafaro, P.C. can provide further advice for how to set this up.

Contested Estates

Liability

Other Issues

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