Estate Planning

Building an Estate Plan That Works

What solutions are available to help you and your family protect your financial success from high tax burdens now and after your passing? It's not a question that can be answered in a few short sentences. Your family's financial needs are unique and require thoughtful solutions.

Unique Estate Planning Solutions for a Unique Client: You

At Morris, Downing & Sherred, we have been helping clients find customized estate planning solutions for more than 100 years. A strong estate plan can accomplish several tasks. Typically, the most important of these tasks is to outline how assets will be passed to heirs and to develop a plan for the care and welfare of minor children.

Of course, to successfully accomplish your goals, an estate plan must be designed in compliance with a variety of complex laws that frequently change. Our attorneys know the law and we keep abreast with the legal changes and creative ways to meet your objectives. We will build an estate plan that works for you.

Wherever you are in the Tri-State area region, call us at (973) 383-2700 or contact our offices in Newton, New Jersey, by e-mail to schedule a consultation.

We know which legal tools to use to accomplish any goal. These may include:

  • Wills
  • Business succession planning
  • Living wills and health care proxies
  • Trusts and life estates
  • Durable powers of attorney
  • Asset protection and probate
  • Guardianship and conservatorship
  • Avoid probate and minimize estate taxes

Taking Your Estate Planning Needs Beyond Simple Solutions

For accurate estate planning, we take current laws into account, as well as potential changes that may be made to existing laws. We know that the laws regarding Federal estate tax limits and exemptions will likely change in the near future. With more than 100 years of experience serving Sussex and Morris County, New Jersey and the surrounding area, we know how to build an estate plan with potential changes in the law in mind.

Contact us to talk to a Morris, Downing & Sherred attorney today.