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"You teach us the family, We will teach you the law. Together, we will co-create a plan that meets your goals!"

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Our goal is to provide a service and plan that our clients understand. Further, we want to educate our clients so they can own their plan creating peace of mind!

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ESTATE PLANNING DEFINED:

I want to control my property while I am alive and well. I want to plan for me and my loved ones if I become disabled. Then give what I have:

  • To Whom I want
  • When I want
  • The way I want
  • All while assuring my wisdom is transferred along with the rest of my wealth. 

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ESTATE BLUEPRINT SERVICES:

We have created a process that requires a regular review of your plan. This includes ongoing education and a check system to verify all assets are planned for. More specifically, any assets acquired after the original funding of assets would need to be added to the estate plan. Read more...

PLANNING CONSIDERATIONS:

Our office provides services to handle these considerations, but we help people design and develop a personalized plan to meet their expectations. How do we do this, “You teach us the family, we will teach you the law.”

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Return here to see our upcoming events in 2016 and register for the Truth About Estate Planning Education by Attorney Roger Yehl. Learn about Wills, Health Care Documents, Trusts and POAs.

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NJ/NY Estate, Trust, Wills, Power of Attorney, and Health Care Planning Lawyer

Main Office:  12 Christopher Way, Eatontown, NJ 07724

Satellite Offices:  276 5th Avenue, Suite 805, New York, NY 10001

136 Wilson Street, Salamanca, NY 14779

*Ask about other multiple meeting locations in New Jersey and New York*

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