Estate Law Attorneys Providing Experienced, Affordable And Exceptional Service
The majority of Americans do not have a will or comprehensive estate plan in place. This is due, in part, to the mistaken belief that estate planning will inevitably be time-consuming and expensive. The good news is that with the help of the right attorney, creating a customized estate plan can be quicker and more affordable than you assume.
In Pennsylvania and New Jersey, you can find the help you need by contacting Dumont & Watson, P.C. Our firm has been meeting the estate law and elder law needs of clients since 1986, and our two attorneys have more than 60 years of combined legal experience. We care about protecting our clients’ hard-earned money, assets and property. That’s why we guide you through every step of the process, empowering you with our knowledge of the law so you can make the right decisions for yourself and your family.
Guidance In Estate Planning, Administration And Probate Matters
Our attorneys will ably assist you with any estate planning, probate or administration need you may have, including help with:
- Living wills
- Health care proxies
- Selecting and creating the most appropriate type of trust or will to meet your needs and goals
- Designating powers of attorney
- Preparing and filing inheritance tax returns
- Guiding personal representatives through the probate process
In many cases, effective estate planning can eliminate the need for probate, saving time, money and stress during a particularly difficult period. If probate cannot be avoided, or if you face other difficulties like a challenge to a will, trust, guardianship or conservatorship, our attorneys will work tirelessly to help you find an efficient resolution so that you can get back to focusing on being there for your loved ones.
Understanding Estate And Inheritance Tax Obligations
Our firm practices in both New Jersey and Pennsylvania, and the two states have very different tax obligations. In New Jersey there are no estate taxes if you are leaving money to children or grandchildren, but the State imposes Inheritance Tax if you leave money to someone other than direct descendants, such as siblings, cousins, nieces, nephews or friends. In Pennsylvania, however, inheritance taxes are complex and part of almost every probate matter.
If you don’t have an experienced attorney guiding you through the different processes, filings and requirements, you could end up owing thousands of dollars to the Department of Revenue. That is why it is crucial you have a skilled attorney on your side.
Our attorneys at Dumont & Watson, P.C., have extensive experience advising clients on inheritance tax returns in these two states. They have an in-depth knowledge and understanding of state and federal tax laws. After evaluating your unique situation, they will develop a strategic plan designed to reduce your inheritance tax obligations.
Talk To Us About Your Legal Needs For Free
At Dumont & Watson, P.C., we are committed to providing personalized attention and building a strong attorney-client relationship. That starts with a free consultation, during which you can ask us questions and discuss your goals. To schedule your first meeting, call us at 609-991-7707 or reach out online.
Our firm has offices in Newtown, Pennsylvania, and Red Bank and Princeton, New Jersey, and we serve clients throughout both states.