Through consultation and preparation of legal documents (including Wills, Trusts, Powers of Attorney and Medical Directives), we guide our clients in formalizing their legacy planning. We provide both basic and sophisticated advice to help our clients reduce or eliminate transfer taxes, including Estate Taxes, Gift Taxes and Generation Skipping Transfer Taxes.
We can help implement a plan to protect yourself, your business and your heirs from loss due to lawsuits, divorce, creditors or bankruptcies. This type of legal planning is especially prudent for professionals and business owners, whose personal assets could be at risk due to the nature of their employment.
We can help implement a plan to protect yourself, your business and your heirs from loss due to lawsuits, divorce, creditors or bankruptcies. This type of legal planning is especially prudent for professionals and business owners, whose personal assets could be at risk due to the nature of their employment.
Reviews (12)
Sharon Halucha
Nov 06, 2021
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Margaret A.
Oct 14, 2021
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Zarina Vitebsky
May 30, 2021
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I have used this company for financial planning and legal services for that last 12 years. The entire staff is amazing. From scheduling to zoom conferences to printing and delivering the documents. This company is all about quality but about over billing the clients. I use their services for my personal and my company business. You will impressed I promise.
Michael S.
Mar 30, 2021
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I have a family estate being settled in New Jersey. He came highly recommended from a friend who had used his services. I live out of state and did a phone interview with Michael, as I am in need of an attorney to help handle my portion of the estate. He was very prompt in returning my call. Michael was professional, friendly, and extremely knowledgeable in his field. I came away from the phone interview very impressed, and will be hiring him as my attorney. I understand now why he came so highly recommended from my friend.
Zack H.
Oct 07, 2020
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Michael and his staff laid out a plan to get our estate in order and helped us consider different options for our needs, patiently explaining them to us and guiding us in making these very important decisions. Getting a will in order has been on our todo list since our first child was born and we are glad and relieved we finally have things set up correctly!
Rob Berardi
Oct 05, 2020
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Benjamin Klayman
Sep 17, 2020
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Yang X.
Jul 09, 2020
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Louis Ianniello
Nov 03, 2019
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Family Z.
Sep 04, 2019
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My wife & I were referred to Mike last year, and we engaged him for our estate planning. We knew it had to be done, and fortunately Mike made the process simple and comfortable. We spent a few hours over the course of three meetings to design & draft the plan, and now after executing the documents sleep better knowing our wishes are professionally recorded. Thanks Mike.
Jennifer Wiseman
Jul 23, 2019
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Shantell Martin
May 16, 2019
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My experience with Michael has been amazing. Thorough and detail oriented, I trusted that all the things that were important to me to include in the work we did together were fulfilled.
Along with that, Michael was able to educate me in a very simple and straightforward way, so that I was able to understand the necessary requirements of all that was needed. Would highly recommend him and look forward to working with him again in the future!
Along with that, Michael was able to educate me in a very simple and straightforward way, so that I was able to understand the necessary requirements of all that was needed. Would highly recommend him and look forward to working with him again in the future!