Estate Planning

Estate Planning photoIt’s challenging to keep up with the demands of everyday life while still finding time to enjoy the simple pleasures and special moments. It’s much easier to put off what doesn’t absolutely have to be done during a particular day, week, month, or year. Curchin understands your dilemma as we face the exact same challenges in our personal lives, which is why we focus on estate planning.

But as CPAs, we also see the real life consequences of not planning for the future. These stories inspire us to encourage clients to begin estate planning as early as possible to secure your assets for your family and lower your future tax burden. This is especially important to our small business and family business clients. Our extensive experience in intergenerational, estate, and gift tax planning – as well as income tax and retirement planning – helps you to safeguard your estate for your family. Curchin’s planning advisors understand the changing legal and financial challenges of estate planning and use this expertise to develop effective strategies, and then assist in their implementation.

Estate Planning Can Lower Taxes in New Jersey

Our New Jersey estate planning advisors coordinate with your other advisors and develop valuations for planning gifts and lowering estate taxes. Estate planning can reduce income and estate taxes through:

  • Family foundations
  • Charitable remainder trusts
  • Charitable lead trusts
  • Qualified personal residence trusts
  • Pooled income funds
  • Charitable gift annuities

For 60 years, one thing has remained the same – our dedication to sustaining long-term client relationships through exceptional financial advice and a high level of customer service. Trust Curchin to help navigate your financial course.