ESTATE PLANNING
Every Adult Should Have A Living Will And Last Will And Testament
If something unexpected happens to you and you haven't planned for everyone you love and everything you have, the State of New Jersey has a default plan for you.
Sound scary? Well, it can be. We at Trimble & Register, help you understand the legal and financial consequences of not having a comprehensive Estate Plan to protect your loved ones ... and more.
Before the meeting, we'll ask you to complete a Family Wealth Worksheet, which will help you understand what you own and what needs to be decided for the well-being and care of your loved ones and cherished belongings. We'll meet for a Family Wealth Planning Session™, where we spend some time together reviewing this document. You'll learn about our Planning for Life process, and we will both decide if it makes sense to work together to design an estate plan that will best suit the needs of your family.
The foundation of your estate plan will often include a revocable living trust, which when done properly and maintained over time, should help your family to avoid the cost and delay of probate.
At Trimble & Register, we do not offer a "one size fits all" estate plan. We form a working relationship with our clients. We educate you, take the time to get to know you and your family. We will discuss your concerns, your goals, and will gladly and patiently answer all your questions. Our goal is to create an estate plan that is exactly right for you.
Our services include a no-charge three-year review to ensure that as your lives change, so will your estate plan to safeguard your assets for maximum protection.
If this sounds like the kind of relationship you're looking for, please call us at (856) 232-9500 to schedule your personal Family Wealth Planning Session™ today.
Protecting Your Children
Having a will simply is not enough. It doesn't guarantee the care of your children if the unthinkable happens!
Creating Your Family Legacy
Our unique legacy process gives your loved ones a precious gift - a lasting expression of your love.
Se Habla Español
