SFAFamily

Trust and Transfer

ESTATE AND TRUST


We handle the details so your wealth transfers smoothly


Our team works on each step, from transfer planning, document creation, revisions, to follow through.   We are committed to safeguarding your assets and providing the guidance and oversight to your executor or trustee needs to properly carry out your plans.


We provide the following services: 

  • Advisor or agent to executor, including full administration.
  • Advisor or agent to trustee, including compliance and accounting.
  • Estate and trust tax return preparation and filing, including New Jersey Inheritance tax returns.
  • Recommending and executing estate planning and transfer strategies.
  • Recommending revisions to trusts and estate planning documents, including ensuring changes are made.

Investment

Investment

Trust and Transfer

Estate & Trust

Taxes

Tax

Planning

Planning

Care

Care


Contact Us

(732) 564-9404