Regardless of your age or economic situation, proper planning is essential in ensuring your assets will be preserved and distributed according to your intentions. At WS+B, we take a comprehensive approach to estate planning. Our estate planning specialists will help you develop and implement strategies to:

• Set your personal goals and objectives
• Estimate your net worth
• Preserve and build your wealth
• Ensure adequate retirement income
• Determine insurance needs
• Minimize estate and other tax liabilities
• Maximize trust, gifting and planned giving benefits
• Plan efficient transfer of your assets
• Monitor and adjust your estate plan as needed

WS+B's estate planning professionals are CPAs with specialized training in estate, tax and trust matters. They are Personal Financial Specialists (PFS), Certified Financial Planners (CFP^TM) and Certified Specialists in Estate Planning (CSEP).

Although death and taxes are inevitable, you can reduce your tax burden with effective planning. WS+B will help you ensure that the greatest values of your assets are ultimately transferred to your beneficiaries in an organized and efficient manner.

Contact:

New Brunswick:
Edward Mendlowitz, CPA, ABV, PFS
emendlowitz@withum.com

Peter A. Weitsen, CPA
pweitsen@withum.com

Princeton:
Paul Gergel, CPA/PFS, CFP^®
pgergel@withum.com

Dave Springsteen, CPA, MBA
dspringsteen@withum.com

Red Bank:
Ted Nappi CPA/PFS, CSEP
tnappi@withum.com

Morristown:
Don Scheier, EA
dscheier@withum.com

Somerville:
Ken Degraw, CPA/PFS, CFP^®
kdegraw@withum.com