High Net Worth Estates Require Careful Estate Planning

People who have a high income or a high net-worth estate need thorough, strategic estate planning. The estate plan should include tax planning that addresses potential taxation matters today and in the future.

At D'Alessandro & D'Alessandro, LLC, we will carefully assess your estate planning needs and objectives. Because our attorneys also practice probate and estate administration and litigation, we can structure an estate plan that helps to avoid disputes and other contentious issues in the future. We work with many high-asset clients and high net-worth estates in New Jersey. Business owners, executives, attorneys, doctors and other professionals trust us with their estate and their family's well-being.

We Understand Your Unique Estate Planning Needs

After discussing your options, we will draft the appropriate documents such as wills, trusts, durable powers of attorney, advance directives and business succession planning documents.

Together, we will create an estate plan that allows you to:

  • Decide who will manage your financial affairs if you cannot
  • Specify who will make health care decisions for you if you cannot
  • Provide for your family after your death
  • Leave assets to individuals, charities or other organizations
  • Eliminate or minimize estate tax
  • Include disclaimer planning for trusts
  • Protect your business

Additionally, our experienced lawyers can help you with asset protection trusts for business owners and people with professional practices. When appropriate, we can also create trusts for complex financial holdings such as limited partnership interests, stocks, bonds and more.

Arrange An Appointment With An Attorney

Please call us in Basking Ridge at 908-340-6459 to schedule an appointment with one of our lawyers. You can also email us if you prefer