SERVICES
Wills and Trusts for New Jersey Families
Wills, trusts and beneficiary planning for families and business owners in Bergen County, drafted to work together rather than as separate documents.
A plan, not a stack of forms
A will decides who receives what and who administers the estate. A trust decides when and under what conditions, and assets properly transferred into it can pass outside probate. Which combination is right depends on the family, the assets and whether a business is involved.
Liva Law prepares wills, revocable living trusts, testamentary trusts and the supporting documents for clients in Woodcliff Lake, across Bergen County and throughout New Jersey. Beneficiary designations on retirement accounts and life insurance are reviewed at the same time, since those pass outside the will and frequently contradict it.
For owners, the plan has to account for the business itself. Who can operate it, who can sell it and how the value reaches the family are governance questions as much as estate questions, and they belong in the same conversation.
CAPABILITIES
What This Covers
Last will and testament
Revocable living trusts
Testamentary and contingent trusts
Trusts for minor or young adult beneficiaries
Beneficiary designation review
Executor and trustee selection guidance
Business ownership succession within the estate plan
Periodic review after a marriage, birth, sale or move
Wills
A clear will naming beneficiaries, an executor and a guardian for minor children, executed to New Jersey requirements so it is not contested on formalities.
Trusts
Revocable and testamentary trusts used where staged distributions, privacy or protection for a specific beneficiary is the goal. Results depend on the trust's terms and on funding it correctly, so we go through what a structure can and cannot do first.
Owners and closely held businesses
Coordinating the estate plan with the operating agreement, so an ownership interest does not pass into a structure the other owners never agreed to.
Ready to Put a Plan in Place?
A short conversation is usually enough to tell whether you need a will, a trust, or both.
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