Proper estate planning can help protect your assets, ensure the long-term survival of your business, and maximize the inheritance of the loved ones you leave behind. The estate planning and tax attorneys at Capehart Scatchard provide creative legal strategies and solutions that enable you to control your estate and enjoy the fruits of your labor while arranging how your wealth will be transferred to the next generation.
Estate Tax Planning Strategies
Our estate planning and tax attorneys develop strategies that offer prudent and cost-effective tax and estate planning protections for individuals, couples, families, and high net-worth clients. Many clients underestimate the value of their home, retirement investments, annuities, and other assets. The lawyers who work in our Wills, Trusts & Estate Administration practice help clients in New Jersey, Pennsylvania, and New York determine their federal and state estate tax liability.
A solid estate plan anticipates the potential taxes on family assets and minimizes exposure through discounting, credits, gradual transfer, generation-skipping trusts, and other strategies such as:
- Gifting assets
- Irrevocable trusts
- Charitable trusts
- Family limited partnerships
Navigating complex state and federal tax laws is challenging. Our wills, trusts, and estates team includes experienced Certified Estate Planners with advanced degrees in taxation. These highly trained professionals put their broad range of knowledge to work for you to develop effective estate tax planning strategies.
Our estate and tax planning and tax attorneys take a comprehensive look at your assets, investments, income, real property, retirement accounts, life insurance policies, and overall finances to create a personalized estate plan that benefits you and your loved ones and meets your specific needs.
Business Succession Planning
Whether you own a small mom-and-pop shop or a large corporation, business succession planning is a vital element of estate planning. Our estate planning tax attorneys can help you create a plan that keeps your company stable during trying times and ensures a smooth transition when it’s time to pass your business on to the next generation. In addition to taxation minimization, addressing key considerations of business succession planning such as determining who will take over the business, how the transition will take place, and how your other heirs will be compensated if one of your children takes over can give you peace of mind.
Our full-service law firm also advises clients on related matters, such as corporate law, real estate, taxation, liability and litigation, and divorce law to provide solid, comprehensive estate and tax planning strategies. As one of the oldest law firms established in New Jersey, Capehart Scatchard has provided diversified legal services to clients since 1876. If you need assistance with a legal matter, our responsive team gets back to you within 24 hours and offers competitive pricing for knowledgeable, top-quality legal representation and services.
Contact Our Estate Planning And Tax Attorneys In NJ, NY, and PA
At Capehart Scatchard, we’re dedicated to helping our clients find practical, cost-effective legal solutions that get results. With five convenient locations, we make it easy for clients to get the legal advice and support they need. To schedule a consultation with a tax and estate planning attorney in New Jersey, Pennsylvania, or New York, call 856-234-6800 or contact us online today.
How We Can Help
Legal Services
How Our Estate Tax Attorneys Can Help
Coordinating estate and tax planning and business succession planning is vital to protecting your assets, business interests, and the legacy you leave behind. Our team assists you with all aspects of estate planning, including drafting or updating wills, trusts, powers of attorney, advance directives, and other matters such as:
Asset protection planning
Death taxes and reporting
Elder care and planning
Fiduciary income taxes and reporting
Individual income tax reporting
Inheritance tax
Insurance planning
Irrevocable and revocable trusts
Lifetime disability planning
Lifetime transfers
Medicaid planning
Probate and Estate administration
Transfer taxes and reporting
Trust administration
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Arrange a consultation with Capehart Scatchard’s estates and tax planning attorneys.