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Estate Planning

Estate Planning Services

Estate planning is all about helping you to prepare the disposition of your assets in the most tax efficient way. Your wish may be to transfer assets while still healthy, or in the event of incapacitation or death. As part of our comprehensive financial plans, we will help you to plan for the transfer of assets and work in tandem with your attorney to create any necessary legal documents. Estate attorneys will set up the estate documents while we work with them to make sure nothing falls through the cracks. We also will manage the stock and bond assets within your trusts in accordance with your risk tolerance and time horizon.

We Have You Covered

Our estate planning services cover assistance in all of the following areas: 

  • Protects assets, privacy, minors
  • Helps reduce estate tax
  • Helps avoid probate
  • Guardianships for minors
  • Arrange for charitable gifts
  • Trusts (living trust, etc)
  • Make sure assets go to the right beneficiaries (in case of a divorce, a second spouse, step-children, etc.)

Included Assets

Our New Jersey-based business offers estate planning services that cover: 

  • Real estate
  • Business interests
  • Investment assets
  • Cash

We can also help you to establish specific instructions for the distribution of your assets. For example, some trusts allow you to add your primary residence, but the donor can still continue to live in the house until death. Also, trusts can be used to provide income to individuals, as decided by the donor. They will be able to determine how much and when a beneficiary can access the assets in a trust. 

Hassle-Free 3 Step Process

We offer simple, yet comprehensive estate planning solutions that are uniquely tailored to fit your personal needs. Here is how our services work:

1. Gather Information

The first step is to gather information about all of the assets you own. Then, we will work with you to determine if the will, power of attorney, and healthcare directive are all in place and set up to your liking. Note, however, that guardianship for minor children is a necessity.

2. Take Inventory

The next step in our estate planning solution is to take an inventory of your assets and special situation to determine if any trusts are needed. Then, we will develop a list of options detailing which types of solutions would be most appropriate for you. And of course, we will work with your estate lawyer to execute any estate documents.

3. Review

The final step is to continue to review the estate planning documents on a regular basis. This helps to ensure that the plan is consistently up-to-date with your current situation and wishes.

Our Promise to You

Comprehensive Services

Our estate planning consultants will manage the assets, such as stocks, bonds, and cash, in your trusts and work seamlessly with your estate lawyers. Additionally, we will thoroughly review any life changes and their impacts on the estate plan. We are here to provide advice and support throughout the ups and downs of life. 

Superior Customer Service

We have two experienced Certified Financial Planners who are ready to create an estate planning solution for you. One of the key benefits here is that since we have two CFPs, it means that we are able to provide extra attention to our clients.

All-Encompassing Security

Our estate planning services will provide privacy protection for your beneficiaries, which is crucial in today’s world where internet safety is at risk. This will help you avoid any future messy disputes among family members, which could result in hefty legal fees.

Ready to Achieve Peace of Mind? 

At Chatham Wealth Management, fulfilling your needs is our priority. Our New Jersey, based team offers comprehensive financial plans that cover everything from college planning, life insurance, retirement planning, and estate planning. Chatham Wealth Management’s estate planning financial advisors are proud to be your partner through it all. Connect with a Certified Financial Planner today!

Thank you!