Use this menu to find other Eldercare Services in your area
New Jersey Estate, Tax, Trust, Retirement, or
Medicaid Planning

 

Annandale NJ - New Jersey tax planning and trusts -- Macmillian Financial , Hunterdon County      Click to request assistance
Basking Ridge NJ - New Jersey trust asset management -- Oaktree Financial Planning and Consulting, LLC , Somerset County      Click to request assistance
Bayonne NJ - New Jersey charitable remainder trusts -- Future Financial Planners Inc , Hudson County      Click to request assistance
Belle Mead NJ - New Jersey living wills and medical directives -- First Financial Planners , Somerset County      Click to request assistance
Beverly NJ - New Jersey estate taxes, income taxes and capital gains -- American Financial Group , Burlington County      Click to request assistance
Blackwood NJ - New Jersey end of life bereavement -- Law Office of Alfred J. Tumolo III , Camden County      Click to request assistance
Blackwood NJ - New Jersey tax planning and trusts -- Sunrise Retirement Solutions and Insurance Planning Services , Camden County      Click to request assistance
Cape May NJ - New Jersey trust asset management -- Edward Jones , Cape May County      Click to request assistance
Cherry Hill NJ - New Jersey charitable remainder trusts -- Donnelly LLC , Camden County      Click to request assistance
Cherry Hill NJ - New Jersey living wills and medical directives -- First Financial Planners , Camden County      Click to request assistance
Cherry Hill NJ - New Jersey estate taxes, income taxes and capital gains -- Leupold Financial Planning Assoc.Inc , Camden County      Click to request assistance
Cinnaminson NJ - New Jersey end of life bereavement -- Capital Planning Institute , Burlington County      Click to request assistance
Cliffside Park NJ - New Jersey tax planning and trusts -- Certified Finacial Planner , Bergen County      Click to request assistance
Clinton NJ - New Jersey trust asset management -- Morgan Stanley , Hunterdon County      Click to request assistance
Colonia NJ - New Jersey charitable remainder trusts -- Jeffrey Skolnick CPA, PC , Middlesex County      Click to request assistance
Denville NJ - New Jersey living wills and medical directives -- Edward Jones , Morris County      Click to request assistance
East Brunswick NJ - New Jersey estate taxes, income taxes and capital gains -- Wells Fargo Advisors , Middlesex County      Click to request assistance
Fairfield NJ - New Jersey end of life bereavement -- Giambrone & Saltzman LLC , Essex County      Click to request assistance
Far Hills NJ - New Jersey tax planning and trusts -- Frelinghuysen Inc , Somerset County      Click to request assistance
Flemington NJ - New Jersey trust asset management -- Km Real Estate & Financial Consultation , Hunterdon County      Click to request assistance
Flemington NJ - New Jersey charitable remainder trusts -- Wells Fargo Advisors , Hunterdon County      Click to request assistance
Franklin Lakes NJ - New Jersey living wills and medical directives -- THOMAS G. MUNDT, ESQ. , Bergen County      Click to request assistance
Freehold NJ - New Jersey estate taxes, income taxes and capital gains -- Edward Jones , Monmouth County      Click to request assistance
Gibbsboro NJ - New Jersey end of life bereavement -- Freeman Financial Advisory , Camden County      Click to request assistance
Green Village NJ - New Jersey tax planning and trusts -- First Advisory Corporation , Morris County      Click to request assistance
Hackensack NJ - New Jersey trust asset management -- Agrapidis & Leanza , Bergen County      Click to request assistance
Hackensack NJ - New Jersey charitable remainder trusts -- The Financial Planners , Bergen County      Click to request assistance
Hackensack NJ - New Jersey living wills and medical directives -- Vera & Vera, PA , Bergen County      Click to request assistance
Hazlet NJ - New Jersey estate taxes, income taxes and capital gains -- Future Fin Planners Insur Svcs , Monmouth County      Click to request assistance
Hillsborough NJ - New Jersey tax planning and trusts -- Sound Financial Solutions , Monmouth County      Click to request assistance
Hillsborough NJ - New Jersey trust asset management -- Wells Fargo Advisors , Monmouth County      Click to request assistance
Hillside NJ - New Jersey charitable remainder trusts -- Mobley & Associates Financial Group Incorporated , Union County      Click to request assistance
Jackson NJ - New Jersey living wills and medical directives -- Edward Jones , Ocean County      Click to request assistance
Lawrence Township NJ - New Jersey estate taxes, income taxes and capital gains -- Ameriprise Financial Services, Inc. , Mercer County      Click to request assistance
Lawrence Township NJ - New Jersey end of life bereavement -- Edward Jones , Mercer County      Click to request assistance
Lawrence Township NJ - New Jersey tax planning and trusts -- Morgan Stanley , Mercer County      Click to request assistance
Livingston NJ - New Jersey trust asset management -- Diversified Financial Planners , Essex County      Click to request assistance
Marlton NJ - New Jersey charitable remainder trusts -- Ameriprise Financial Services, Inc. , Burlington County      Click to request assistance
Marlton NJ - New Jersey living wills and medical directives -- Joanne M Ventura , Burlington County      Click to request assistance
Marlton NJ - New Jersey estate taxes, income taxes and capital gains -- Mutual of Omaha , Burlington County      Click to request assistance
Marlton NJ - New Jersey end of life bereavement -- Raymond James , Burlington County      Click to request assistance
Matawan NJ - New Jersey tax planning and trusts -- Ameriprise Financial Services, Inc. , Monmouth County      Click to request assistance
Monroe Township NJ - New Jersey trust asset management -- Mutual of Omaha , Middlesex County      Click to request assistance
Monroe Township NJ - New Jersey charitable remainder trusts -- Southfield Estate , Middlesex County      Click to request assistance
Montclair NJ - New Jersey living wills and medical directives -- Raymond James Financial Services - Nathaniel Cheney , Essex County      Click to request assistance
Morristown NJ - New Jersey estate taxes, income taxes and capital gains -- Ameriprise Financial Services Inc- Marco Lima, CFP, Senior Financial Advisor , Morris County      Click to request assistance
Mount Laurel NJ - New Jersey end of life bereavement -- Ameriprise Financial Services, Inc. , Burlington County      Click to request assistance
Mount Laurel NJ - New Jersey tax planning and trusts -- William P. Donohue Associates,Inc. , Burlington County      Click to request assistance
Mullica Hill NJ - New Jersey trust asset management -- Raymond James , Gloucester County      Click to request assistance
New Brunswick NJ - New Jersey charitable remainder trusts -- Law Offices of Sean M. McDonough, P.C. , Middlesex County      Click to request assistance
Ocean NJ - New Jersey living wills and medical directives -- Evans, Osborne, Kreizman , Monmouth County      Click to request assistance
Ocean City NJ - New Jersey estate taxes, income taxes and capital gains -- Field Of Foley , Cape May County      Click to request assistance
Paramus NJ - New Jersey end of life bereavement -- Courtwright, Munn And Associates , Bergen County      Click to request assistance
Paramus NJ - New Jersey tax planning and trusts -- Morgan Stanley , Bergen County      Click to request assistance
Paramus NJ - New Jersey trust asset management -- Smith Barney , Bergen County      Click to request assistance
Parlin NJ - New Jersey charitable remainder trusts -- Pension Consultants Of North America , Middlesex County      Click to request assistance
Parsippany NJ - New Jersey living wills and medical directives -- Ameriprise Financial Services, Inc. , Morris County      Click to request assistance
Parsippany NJ - New Jersey estate taxes, income taxes and capital gains -- Law Offices of Thomas J. Smith , Morris County      Click to request assistance
Piscataway NJ - New Jersey tax planning and trusts -- Wealth Financial Group , Middlesex County      Click to request assistance
Princeton NJ - New Jersey trust asset management -- Halberstadt Financial Consultants , Mercer County      Click to request assistance
Princeton NJ - New Jersey charitable remainder trusts -- Marlyn E Quinn , Mercer County      Click to request assistance
Princeton NJ - New Jersey living wills and medical directives -- Swan Financial Planning , Mercer County      Click to request assistance
Princeton NJ - New Jersey estate taxes, income taxes and capital gains -- Wells Fargo Advisors , Mercer County      Click to request assistance
Red Bank NJ - New Jersey end of life bereavement -- O Meara Financial , Monmouth County      Click to request assistance
Ridgewood NJ - New Jersey tax planning and trusts -- Associated Financial Services Inc , Bergen County      Click to request assistance
Ridgewood NJ - New Jersey trust asset management -- Michael A. Manna & Associates, P.C. , Bergen County      Click to request assistance
Ridgewood NJ - New Jersey charitable remainder trusts -- Planned Retirement Consultants And Administrators Inc , Bergen County      Click to request assistance
Ridgewood NJ - New Jersey living wills and medical directives -- Vaughan Rtirement Est Planners , Bergen County      Click to request assistance
Saddle River NJ - New Jersey estate taxes, income taxes and capital gains -- Midas Financial Planners Of Am , Bergen County      Click to request assistance
Short Hills NJ - New Jersey end of life bereavement -- Ameriprise Financial Services, Inc. , Essex County      Click to request assistance
Somers Point NJ - New Jersey tax planning and trusts -- Leupold Financial Planning Associates Inc , Atlantic County      Click to request assistance
Somerset NJ - New Jersey trust asset management -- First Financial Planners , Somerset County      Click to request assistance
Sparta NJ - New Jersey charitable remainder trusts -- Strategic Financial Planners I , Somerset County      Click to request assistance
Spring Lake NJ - New Jersey living wills and medical directives -- Wells Fargo Advisors , Monmouth County      Click to request assistance
Stone Harbor NJ - New Jersey estate taxes, income taxes and capital gains -- Lanes Financial & Estate Planning , Cape May County      Click to request assistance
Summit NJ - New Jersey end of life bereavement -- Karp, Ronald A Associates, Inc , Union County      Click to request assistance
Titusville NJ - New Jersey tax planning and trusts -- Joseph M Jacobs , Mercer County      Click to request assistance
Toms River NJ - New Jersey trust asset management -- Raymond James , Ocean County      Click to request assistance
Trenton NJ - New Jersey charitable remainder trusts -- Strauss & Associates-Planners , Burlington County      Click to request assistance
Union NJ - New Jersey living wills and medical directives -- Benjamin D Eckman , Union County      Click to request assistance
Union City NJ - New Jersey estate taxes, income taxes and capital gains -- Francisco J. Lacera, Esq. , Hudson County      Click to request assistance
Verona NJ - New Jersey end of life bereavement -- Entrust Northeast , Essex County      Click to request assistance
Vineland NJ - New Jersey tax planning and trusts -- Wells Fargo Advisors , Cumberland County      Click to request assistance
Voorhees NJ - New Jersey trust asset management -- Security First Planners , Camden County      Click to request assistance
Warren NJ - New Jersey charitable remainder trusts -- A G Edwards , Somerset County      Click to request assistance
Warren NJ - New Jersey living wills and medical directives -- Edward Jones , Somerset County      Click to request assistance
Wayne NJ - New Jersey estate taxes, income taxes and capital gains -- Attorney Robert H. Altshuler , Passaic County      Click to request assistance
West Milford NJ - New Jersey end of life bereavement -- Robert L Moshman , Passaic County      Click to request assistance
West Orange NJ - New Jersey tax planning and trusts -- Advanced Financial Planners Inc , Essex County      Click to request assistance
Westfield NJ - New Jersey trust asset management -- Wells Fargo Advisors , Union County      Click to request assistance
Willingboro NJ - New Jersey charitable remainder trusts -- The Fridie Law Group , Burlington County      Click to request assistance
Woodbridge NJ - New Jersey living wills and medical directives -- Greenberg & Schulman , Middlesex County      Click to request assistance

 

Contact New Jersey Estate, Tax, Trust, Retirement, or Medicaid Planning

For the convenience of the public, care providers are listed on this page to show services available in a particular area. We cannot verify the business practice or the background of providers listed on this page. As a result, we do not provide contact information. Members of the New Jersey Care Planning Council, listed on this site, have agreed to abide by a code of ethics. If you wish to contact a member of the New Jersey Care Planning Council regarding any of the eldercare services listed on this page, please fill out the form below and a council member will contact you. Please be aware that your information may be shared with other members of the Care Planning Council who might be able to help you as well. Read Our Disclaimer.

 

NjCPC

Let Us Help You with Your Eldercare Problems or Questions

The New Jersey Care Planning Council (NjCPC) lists companies and individual providers on this website who help families deal with the crisis and burden of long term care. One purpose of this website is to educate the public on the need for care planning before a crisis occurs. A second purpose is to provide, in one place, all of the available government and private services for eldercare. Finally, our ultimate mission is to offer a trusted listing service that the public will recognize and turn to for expert help in dealing with the challenges of long term care.

 
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About Estate Planning and Trust Management

Estate Planning
Trust Management

Estate Planning

A key deficiency in the process of planning for long term care occurs when seniors fail to provide for orderly distribution of assets at death and fail to let their family know what to do when the senior can no longer handle his or her own affairs.

Estate planning from a qualified estate planning attorney, a financial adviser who specializes in estate planning or a CPA planner is the design of documents to provide the orderly transfer of assets and property to the next generation. Wills, living trusts and a myriad of other trust documents or business arrangements to avoid estate taxes, income tax and real estate capitol gains are some of the principal documents used. Estate planning also concerns issues of business succession or disability of a business owner.

Many estate planners are also adding final directive or end-of-life documents such as living wills, powers of attorney and special medical directives. But often these are considered secondary to the process of transferring assets or property. Unfortunately, these documents are much more important to family caregivers dealing with the needs of elderly loved ones.

Estate planners also need to become more involved in the planning process for long term care by helping in the production of a written long term care plan. This should also include meetings with potential family caregivers and instructions or checklists for these people. This important aspect of planning is often overlooked.

Elders or their families who are assisting them should insist on more careful planning for long term care issues when doing an estate plan.

Some advisers have recognized this need and have put together a team of experts such as attorneys, care managers and financial planners who provide a more complete and comprehensive approach to estate planning, long term care and end-of-life issues.

Trust Management

Many people who create trusts or wills or both will designate a trust company or bank to be a trustee for their property instead of using a member of the family or close friend to do this. The reason is that, all too often, assets are mismanaged or even stolen by family members or friends. Using a trust company that has a legally mandated, public fiduciary responsibility avoids this problem.

Trust companies are valuable partners in the management of trusts and in the process of estate planning. These companies, for a small fee, will manage and invest assets, maintain escrow accounts, hold property pending an exchange sale, provide life insurance and income annuities and provide safekeeping of valuables.

A trust is a legal document that "entrusts" property to a trustee (a bank, attorney, individual or trust company) to manage for a person or persons (beneficiaries of the trust) whom the maker of the trust wants to benefit. In most cases, the maker of a trust is creating a benefit for a loved one that will be distributed after the death of the creator or maker of the trust. Trusts usually involve very specific and detailed instructions on how a trustee is to carry out the duty of managing or distributing the property on behalf of a beneficiary.

A trustee will manage investments, keep records, manage assets and prepare court accountings, paying bills and (depending on the nature of the trust) medical expenses, charitable gifts, inheritances or other distributions of income and principal.

A trust relationship is also created in a will when the maker of the will specifies an entity to be an executor or personal representative of the estate. This person or company then becomes a trustee for the deceased individual who made the will. The responsibilities of an executor in settling the estate of a deceased person include collecting debts, settling claims for debt and taxes, accounting for assets to the courts and distributing wealth to beneficiaries.

A third party trust officer such as a bank, attorney or trust company may also assume the role of a guardian for a minor child, distributing assets in a prearranged manner when the child becomes an adult. Or the trust officer may also act on behalf of a developmentally disabled or mentally retarded person distributing assets under a special needs trust.

Trusts are most often used with estate planning. The purpose of estate planning is to minimize the cost and streamline the process of distributing assets to the next generation. Here are some of the more common reasons people create trusts in estate planning.

  • To avoid probate
  • To minimize or eliminate estate taxes
  • To create life insurance trusts
  • To avoid capital gains taxes on the sale of property
  • To create an annuity income through charitable gifting
  • To receive a charitable gifting income tax deduction
  • To manage assets on behalf of a minor or someone who can't handle his or her own affairs