Posts Tagged ‘New Jersey’

Inheritance & Estate
Tax Planning

Thursday, January 21st, 2010

We help individuals of all levels of income and wealth minimize the taxes that the Government assesses due to death.   We believe that individuals are entitled to pass on the fruit of their labor to their loved-ones, and not the government.

If you are looking to minimize the amount of “death taxes” that the Federal or State government may levy upon you at the time of your death, please contact the Alberto Brothers Law Firm at 732-200-0779.

[New Jersey Inheritance Tax, Federal Estate Tax, Irrevocable Trusts, Tax Planning]

Family Business
Transition Planning

Thursday, January 21st, 2010

The Alberto Brothers Law Firm has first hand knowledge of family businesses.   Our family has established several businesses that are run by family and serve our cherished customers.

So, we understand that a family business is not just another way to make money, but it is an expression of familial values and ideas about hardwork  and customer service  span generations.

The Alberto Brothers Law Firm helps clients to achieve the nuanced objectives that Senior entrepreneurs have with regards to the inheritance of management duties and customer bases.  While these transactions are often complex , we always desire structuring legal plans that keep the FAMILY in “family businesses.”

If your family businesses is in a stage of transition, we urge you to call the Alberto Brothers Law Firm to consult with you with regards to your specific problem.  Please call us now at 732-200-0779 to set up a consultation!

Real Estate Services/
Assisted Living Facilities/
Nursing Homes

Thursday, January 21st, 2010

Senior citizens are very concerned about their housing situation as they mature into their golden years?  Why?  Because they are living on a fixed income and may have mobility issues, they may be looking to downsize their home, or go into specialized housing that facilitates their health care, such as Assisted Living Facilities or Nursing Homes.

The Alberto Brothers Law Firm helps its Elderly clients and their children navigate these options and helps Seniors to buy or lease the right home, or to understand the complex obligations that they must adhere to when entering into a Nursing Home or Assisted Living Facility.

If you have any questions about real estate related issues dealing with Senior citizens or their children, please call the Alberto Brothers Law Firm at 732-200-0779.  We look forward to working with you!

[Nursing homes, Medicaid, Assisted Living Facilities, Closing, Age-restricted housing.]

Preparation of Last Wills & Testament

Thursday, January 21st, 2010

A Last Will and Testament is the single-most important document an individual  should possess.    This is because this document sets out an individual’s wishes as to how they would like to leave their property to their loved-ones.    A properly drafted Will will ensure that a trusted individual (called an executor, executrix or personal representative) will distribute your property.  A Will, for certain individuals with young children, should also designate a legal guardian to take responsibility for rearing your children in the event the couple passes away.   Lastly, a Will will avoid the undesirable situation in which the intestacy laws of the State will determine who will get your property.  For most people, these laws do not properly reflect the needs and or desires of individuals who have complex or sensitive family issues.

It has been our experience that in drafting a Last Will and Testament, clients think critically about the various needs of each family member.  Certain family members may have special problems such as alcoholism, marital issues, special needs, health issues, or other life circumstances that may make it necessary to draft the Will in a certain way or to even create special trusts, to ensure that the Will maker’s special guidance for their loved one is enforced even after they pass away.