Maxwell & Tassini, LLC
732-230-5003
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Estate and Trust Planning and Administration 

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The Right Estate Plan for You

Many prospective clients are unsure of whether they need an estate plan.  They may think that their assets are too insignificant to require any planning, or that their spouse or children can sort everything out. Other clients recognize the need for an estate plan, but they are afraid that making the plan will require more complication or expense than they can handle.  These misconceptions, while understandable, can create significant and unnecessary costs and stresses.

Consulting with a knowledgable attorney, and having your documents prepared and executed in accordance with New Jersey law, gives you real peace of mind.  With a solid plan in place, you know that your wishes will be followed, both in the event of your disability or illness and after your death.  Whatever your personal or financial circumstances, the right estate plan ensures that your assets will go to the beneficiaries of your choice, as quickly and efficiently as possible.

John Tassini works closely with each of his clients to develop precise and cost-effective estate plans.  Deeply rooted in the community, he will be here for you and your loved ones now and in the future.

What about taxes?  Long-term care and medical expenses?  Do I need a trust?  

Mr. Tassini provides comprehensive estate planning services.  At your first meeting and throughout the process, he will provide knowledgable advice on these and other estate planning topics and craft a plan tailored to your needs.

Estate and Trust Administration

Have you been appointed the executor of an estate?  Has a relative passed away without a will, and you're not sure what to do?  Mr. Tassini will guide you through probate of the Will or your appointment as administrator of an intestate estate.   In the administration of a trust or estate, he will counsel you on taxes, accountings, and distributions to beneficiaries.

Updating Your Estate Plan

If you made an estate plan ten or more years ago, it's time to revisit it.  Likewise, major life changes, such as the beginning or end of a marriage, or a child or grandchild's being born or reaching adulthood, may necessitate changes to your plan.  New legal developments may also dictate changes to your estate plan, to maximize your beneficiaries' inheritance.

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