Helping Families Preserve Their Wealth During and After Their Lifetime
Thank you for visiting the Estate Planning Information Center for Central New Jersey, brought to you by Levine, Furman, & Rubin, LLC. We are estate planning attorneys, each with over 30 years experience, based in East Brunswick & Lakewood. Our mission is to provide residents of central New Jersey and the surrounding areas with quality estate planning resources. When you visit or call our office, we want you to feel comfortable discussing this important issue that concerns both you and your family. We want to provide you with the information you need to make enlightened decisions about your legacy and your family’s future.
Through the use of Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, Charitable Gifting strategies and other planning techniques, our firm has created over 2,000 Estate Plans helping families preserve their wealth for future generations, minimize estate taxes, and avoid the financial and emotional hardship caused by a disorganized Estate Administration, which results from having a poorly designed Estate Plan, or having no Plan at all.
Legacy Planning is a more holistic approach to estate planning. We help clients preserve not only their financial wealth, but their family legacy as well, including their shared values, life stories and family heirlooms for generations to come. Our non-traditional planning methods incorporate special provisions and protections into all of our estate planning documents. This planning is also designed to address the needs of blended families, minimize estate taxes, help families avoid the financial and emotional hardship caused by a disorganized Estate Administration, and takes into consideration future claims that may be made against beneficiaries by creditors or other opportunists.
We offer guidance and assistance to members of the LGBT community regarding their distinct estate planning needs. This includes assistance in establishing Living Trusts, Wills, Health Care Directives and Powers of Attorney.
Our firm offers estate planning assistance tailored to the specific needs of Family Businesses and Farms. We help clients preserve this important part of their legacy for future generations. We also provide guidance for Family Business Succession planning, taking into consideration the most appropriate tax planning techniques available, as well as the individual family situation.
We provide clients who are small business owners, professionals, and others who are most susceptible to legal action incorporating various tools and strategies for Lawsuit and Asset Protection.
Our law firm has experience in the complex area of estate planning with IRAs as well as qualified retirement plans. We help ensure clients and their beneficiaries are protected by recommending the most appropriate tax reduction techniques and taking advantage of the “Stretch IRA” benefit that might also be available.
Our attorneys work closely with clients’ financial advisors to be sure our clients’ financial plans and estate plans are compatible and work toward a common goal. This allows our clients to preserve their wealth while maintaining a commitment to their long-term financial goals.
We offer assistance to clients who have family members with special needs by creating Special Needs Estate Plans. These custom-tailored plans help to preserve government benefits while providing for care in all areas of life; financial, educational, medical, and most importantly their emotional and personal needs.
Our law firm helps clients create a plan to handle their affairs in the event of incapacity during their lifetime, so that assets will be preserved and used solely for their own benefit, while also providing instructions regarding important health care decisions. This includes planning to avoid a Guardianship proceeding. But should a Guardianship become necessary, we represent the family in obtaining letters of Guardianship.
We help clients and their families qualify for Medicaid and other government programs by designing a plan in anticipation of long-term care needs. While we are available to provide assistance in a crisis, Elder Law plans put in place well in advance of need are most advantageous.
When a loved one dies, we are here to guide the family through the sometimes-overwhelming Probate or Trust Administration. We are here to ease the burden regarding tax filings, asset valuation, and transfers in order to meet deadlines that must be met through the course of this process.
Check us out on Yelp and Instagram