Bergen County Estate Planning

Bergen County Estate Planning Attorney

Estate Planning That Accounts for Care & Public Benefits

A complete estate plan should address more than the transfer of property. It may also establish decision-making authority, document healthcare directions, account for long-term care, and preserve access to public benefits. At Alguram Law Group, we bring these considerations together for individuals and families seeking estate planning in Bergen County, NJ.

We prepare plans for seniors, veterans, disabled individuals, and families with a range of personal and financial priorities. Depending on the client’s circumstances, our work may incorporate estate planning documents, elder law guidance, Medicaid planning, VA benefits planning, and planning for disabled beneficiaries.

Call (732) 538-7904 to discuss your priorities and the next steps for creating or updating an estate plan.

Estate Planning Services for Bergen County Families

We develop estate plans that identify intended beneficiaries and establish who can handle financial or healthcare decisions when necessary. The appropriate documents depend on the assets involved, family needs, care concerns, and authority the client wants to grant.

Our estate planning documents include:

Wills: Instructions for distributing probate assets and naming the person responsible for administering the estate.
Revocable living trusts: Trust arrangements that can be changed during the person’s lifetime.
Irrevocable trusts: Trusts prepared for circumstances that require an irrevocable structure.
Special needs trusts: Trusts designed to provide for a disabled beneficiary.
Powers of attorney: Documents granting another person authority to manage designated financial matters.
Advance healthcare directives: Written directions concerning healthcare decisions and the authority to make them.

Our elder law guidance addresses care needs and asset protection for seniors and their families. Medicaid planning can be part of that work, including concerns involving New Jersey’s five-year look-back period for asset transfers. Because transfers during that period may affect eligibility, planning must reflect the client’s circumstances rather than rely on a standard document package.

Attorney Jason Alguram is certified by the Veterans Administration to assist veterans and surviving spouses with VA benefits, including VA Aid and Attendance. We also provide long-term care planning, special needs planning, and probate assistance for families navigating changes during life or responsibilities after a death.

Serving Clients Across NJ Since 2019

Jason Alguram has focused his legal career on elder law and special needs planning, advising seniors on estate planning, trusts, long-term care, and Medicaid. He is admitted to practice law in NJ, New York, and Michigan.

We serve clients in Ridgewood and throughout Bergen County. Jason also serves on the Board of Directors for Alzheimer’s New Jersey and is a member of the National Alliance on Mental Health, reflecting his involvement with concerns that affect individuals and families making long-range planning decisions.

How We Develop Your Estate Plan

Our process begins with the client’s circumstances, priorities, and family needs. Before a consultation, it’s useful to identify assets, intended beneficiaries, existing documents, and major concerns involving care or public benefits. This information helps us discuss the planning options that may apply.

Estate planning with our firm generally includes:

Discovery: We review the client’s circumstances and identify the priorities the plan needs to address.
Strategy: We develop an approach and discuss available options, including Medicaid, veteran benefits, or considerations for a disabled beneficiary when relevant.
Document preparation: We prepare the selected documents and review them with the client before signing and execution.
Future updates: We update the plan when life changes require another look.

Start Planning with a Free Consultation

We offer free initial consultations in person or virtually. Our contact page provides options for reaching us about estate planning, benefits, care needs, or probate concerns.

Call (732) 538-7904 to schedule your free initial consultation with our Bergen County estate planning attorney.

Tax Classes for New Jersey Estate Beneficiaries

State law groups inheritance tax beneficiaries into Classes A, C, D, and E based on their relationship to the person who died. Class A includes a surviving spouse or civil union partner, and beneficiaries in this class are exempt from the tax.

A beneficiary’s classification doesn’t resolve every tax question associated with an estate. A will or trust can identify the intended beneficiaries and name the person or institution responsible for carrying out the plan, but the appropriate structure depends on individual circumstances. We can address tax considerations as part of broader estate planning without predicting a particular result.

Probate Through the Bergen County Surrogate’s Court

Probate is the court-supervised process for validating a will and administering an estate when required. For Bergen County residents, probate and estate administration matters go through the Bergen County Surrogate’s Court. We assist families with the legal responsibilities that follow a death.

The Bergen County Surrogate’s Court can’t admit a will to probate until at least 10 days have passed after the date of death. The court also requires appointments for probate matters and doesn’t accommodate walk-ins. These requirements don’t determine how long administration will take because the assets, documents, beneficiaries, and other circumstances vary by estate.

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At Alguram Law Group, we're always ready to take your call! Give us a call at (732) 538-7904 or fill out the form below to contact one of our team members.

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Highly Personalized, Client-First Experience

Our hands-on, relationship-driven approach gives clients confidence and peace of mind throughout what can be an emotional process.
Focused on Estate Planning

Alguram Law Group focuses exclusively on estate planning, giving clients deeply experienced attorneys who work in this niche every day and create truly customized plans.
Proven Reputation & Specialized Credentials

Founder Jason Alguram brings extensive experience and professional recognition in estate planning, supported by strong community reviews and consistent 5-star ratings.
We Provide Free Consultations

The firm offers free consultations, emphasizing transparency and accessibility while ensuring clients feel supported from the very first conversation.