Personal Financial Planning

Successful Planning For Your Future

There are various considerations involved in both lifetime and postmortem asset transfers, including tax saving strategies associated with the decedent’s final return, the fiduciary income tax return and the decedent’s estate tax return.

  • The decedent’s final return
  • Estate taxes
  • Gift taxes
  • The decedent’s will
  • The probate process
  • Will substitutes
  • Living trusts
  • The marital deduction trust
  • The unified credit
  • The bypass trust
  • Lifetime gifting
  • Interfamily planning
  • Life insurance trusts
  • Postmortem planning

New Jersey Certified Public Accountant Hy Appelbaum will help you plan for your financial future. Please contact us for more information on our services.