Estate Planning


trusts-wills-estates-lawMarc A. Lario & Associates handles all estate and trust planning matters such as drafting Wills, Irrevocable and Revocable Trusts, Powers of Attorney, Advanced Medical Directives and Special Needs Trusts. The firm provides comprehensive estate planning to meet the specific needs of the client based upon each client’s unique situation. The firm doesn’t simply draft documents, it makes sure that the documents achieve the goals of the client.

The firm recognizes that each client’s situation is unique. Furthermore, ever changing family dynamics existing in today’s society require law firms to be able to protect a client’s estate in different ways. Second marriages, disabled individuals and domestic partnerships are only a few of the situations that require precise analysis and specialized documents that the law firm takes pride in providing.

In addition, although most clients are not subject to the federal estate tax since the federal tax exemption has risen considerably in recent years, many clients do not realize that each state has its own death tax laws. In fact, New Jersey now ranks as one of the highest death tax states in the United States. These tax consequences can be lessened and, sometimes, eliminated by proper estate planning that the law firm provides not only in the State of New Jersey, but also in the states of Pennsylvania and Florida. As one of the few South Jersey lawyers licensed in Florida, Marc can provide clients who maintain a residence in the Delaware Valley area and State of Florida with valuable options to minimize and, sometimes, eliminate a client’s death tax liability.

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