Estate Planning Attorney

Top New Jersey Estate Planning Lawyer - Matus Law Group

In today’s financial landscape, having an intuitive and intelligent estate plan offers peace of mind for your own future as well as that of your legacy. When you have worked your entire life to build a safety net for yourself and your family members, you want to protect it and make sure it is administered to your wishes when you are gone.

At The Matus Law Group, our job is to ensure that your legacy is preserved for your future and for the ones you love. From drafting simple wills to administering more complex plans for asset protection, our experienced lawyers are here to help you plan your estate and protect your legacy. With two convenient locations, including in Red Bank, Monmouth County, New Jersey , and in Toms River, Ocean County, New Jersey , we are here to help. Call today to schedule an appointment in the location of your choice (732) 281-0060 .

We Are Here To Help

With over 20 years of experience, we are been New Jersey’s prominent estate planning lawyers.  Here to assist in the matters of estate planning, estate administration, probate matters, special needs planning, elder law and Medicaid planning, and more. Contact Matus Law Group, headed by a top-rated estate planning Attorney Christine Matus to schedule a consultation today.

Why Do You Need An Estate Planning Attorney in NJ?

Estate planning is a legal process that allows you to make important decisions about your future now, instead of having those decisions made by the probate courts after you are gone. Without a solid plan, your legacy may be subject to taxes, lengthy processes, fees, and perhaps be administered in a way that you would not have chosen by people you would not have chosen. With an estate plan in place, your legacy will be protected from these fees and taxes and your wishes will be honored.

  • Protection of your property
  • Protection from losses due to divorce, probate taxes, bankruptcy, lawsuits, disability, nursing home expenses, and other financial threats
  • Protection of your financial well being should you become incapacitated
  • Guidance on who your property will be given to upon your death
  • Healthcare deisions and wishes should you become incapacitated
  • End-of-life decisions should you become terminally ill

These are very important matters and decisions that you want to make for yourself now. Experienced estate planning attorney Christine Matus is here to help. Call now to schedule a consultation, fully remote estate plans are available.  Call (732) 281-0060 to make an appointment. 

Is an Estate Planning Attorney Necessary in NJ?

Although there are avenues for fast document options and creating do-it-yourself online wills, probating a will and administering an estate is a complex legal matter that encompasses many issues concerning probate laws, elder laws, and special needs laws. Ensuring that your documents are correctly drafted, legally binding and that your wishes are being considered is essential. Your asset protection is not the time to trust the process to a DIY estate planning attempt.

An experienced estate planning lawyer will offer peace of mind that your estate matters are to the letter of your wishes, are legally compliant, and that your documents are properly completed. Having the assistance of an estate planning lawyer can help you resolve complicated elder law, special needs law, and probate law issues. In addition, when you find a lawyer you can trust, you can be certain that they will lend a voice of objectivity and reason concerning the matters of your estate.

At The Matus Group, we are skilled New Jersey estate planning attorneys who can provide the information, representation, and estate administration you need to ensure the safety and disbursement of your funds. We can help you with

  • Wills, trusts, healthcare directives, power of attorney, special needs planning, and other estate planning matters
  • Estate administration including the management and distribution of funds
  • Tax implication consultations regarding estate taxes, gift taxes, and other tax issues that may affect you or your heirs
  • Special needs planning
  • Elder law advice
  • Business succession
  • Estate and trust litigation
  • Advice regarding probate matters
  • Representation in the New Jersey Surrogate Court

As well as other matters of estate planning and distribution.

Creating great trusts and estates plan can feel like a big challenge, but estate planning attorney Christine Matus and her team of attorneys are here to help. Call (732) 281-0060 to make an appointment.

What are the Five Essential Estate Planning Documents in the State of New Jersey?

Planning your estate with a professional attorney will allow you to protect and manage your funds now, while you are alive. Having a solid estate plan in place allows for your wishes to be considered and your legacy distributed according to those wishes after your death.

Although legacy planning will look a little different for everyone, depending on your needs and the size of your estate, there are a few important documents you should have in place no matter what your age, health, or wealth circumstances are:

 As the basis of most estate planning, your will is a document that legally distributes financial holdings and real property according to your wishes. Without a will, state probate law will control these disbursements and may not be in alignment with your wishes. Your will names an executor who will manage and settle your estate and also appoints important people such as a legal guardian for your dependents. Your attorney will discuss your needs and ensure that your will protects your important interests.

A DPOA authorizes another person to act on your behalf if you become physically or mentally incapable.

This document specifies an appointee who will be able to make important decisions about your healthcare if you are no longer able to do so.

a living will allows you to specify wishes about your medical care under certain conditions and appoints a health care agent to make decisions for you should you not be able to do so for yourself.

This document creates a separate entity, the trust, to own real estate and avoid probate. Probate can be a costly and a lengthy process. Having a revocable living trust in place also offers privacy and prevents public knowledge about the terms of your estate.

Get in touch:

Call now to make an appointment to discuss your legacy planning needs with top NJ estate attorney Christine Matus. We are here to answer any questions you may have about planning for your future. These include questions about estate tax, estate and gift rules, different types of power of attorney, and much more (732) 281-0060.

What is the Difference Between a Will and a Revocable Living Trust?

The main difference between these two documents is when they go into effect. A will sets out your wishes when you die. A revocable living trust goes into effect immediately and you are in full control of it until you die or become incapacitated. At that time, the person you have appointed as your trustee will step in to handle matters in the exact manner you have set out.

In the Case Where a Will and Revocable Living Trust Conflict, Which Takes Precedence?

In the case of a will and revocable living trust, they are both separate documents. Consequently, they can sometimes conflict with each other.

A trust is a separate legal entity and probate will have no authority over it. Consequently, a revocable living trust will supersede a will. Your estate planning attorney will advise you to have a revocable trust in place to ensure the safety of your estate. Call (732) 281-0060 to make an appointment.

What Happens to Assets That Are Not Put Into a Trust?

Upon death, funds, and real property that have not been placed in a revocable living trust are subject to the probate process. This means more fees, court time, and a longer timeline to administer your wishes. It also leaves your personal information open to public record.

What are the Six Most Common Mistakes People Make When Planning Their Estate?

Professional estate planning can offer great peace of mind by ensuring that your loved ones and assets will be protected when you die. Unfortunately, procrastination, oversight, and legal missteps can affect and diminish your legacy and put added stress and burden on your surviving loved ones.

These are some important mistakes to avoid when considering your financial future and those of your surviving family members:

Procrastination plagues us all and, particularly when dealing with matters of our own death, we tend to put these discussions off. However, death is inevitable, and getting matters set out now ensures that your financial wishes and assets are legally attended to. Having the advice of a professional New Jersey estate planning attorney will ensure that your estate and your assets are protected.

Life is about change. If your will was made years ago, chances are that it has not made allowance for many recent life changes. Having your will updated periodically is critical.

If you have changed your will but not the beneficiaries on retirement accounts, life insurance policies, and annuities, this can have expensive consequences. Because beneficiary documents are legally binding, they will take precedence over anything that is stated in your will. A professional estate planning attorney will ensure that all legal documents are coordinated in your estate.

putting children as joint owners on things like real estate not only adds to their financial burdens but it also allows their creditors access to your assets.

If you have no plans for long-term or unexpected disability, there may be grave financial consequences.

Christine Matus, An Experienced New Jersey Estate Planning Lawyer is here to help.

When you are looking for an experienced New Jersey estate planning attorney for the protection, planning, and estate administration of your assets, The Matus Law Group law firm is here to help.

The Matus Law Group and their team of attorneys and legal professionals have been serving New Jersey with a full range of estate planning services, Medicaid planning, elder law advice, and special needs planning for over two decades. No matter the size of your estate, they will take the time to understand your needs and design an estate plan to ensure the protection and the financial legacy of your assets.

At The Matus Law Group, our law office is ready to assist you with your NJ estate plan and all your estate planning needs so you can rest comfortably knowing your affairs are in order. No matter your situation, our estate planning attorneys and legal team offers the experience, expertise, and compassion to help you each step of the way. Contact us for a free estate planning consultation and to learn how we can help protect your assets and your legacy (732) 281-0060.