CONCIERGE
LAW FIRM
Specializing in Estate Planning
CONCIERGE ESTATE PLANNING
Estate planning is the process of making an advanced plan to protect your legacy and your family. Planning for the future can be a daunting task and unfortunately, many people put it off until it is too late. Jason is committed to guiding you through the process of creating an estate plan that addresses your individual needs, providing you with peace of mind for your future. Our concierge services allow us to make sure that your wishes are fulfilled without you ever needing to leave your home.
Meet Jason M. Sokel
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Jason M. Sokel
Jason has over a decade of experience helping clients with estate planning services to implement strategies for transferring wealth and minimizing taxes. Prior to starting The Law Office of Jason M. Sokel, he was an associate at the law firms of Reitler Kailas & Rosenblatt LLP and Szaferman, Lakind, Blumstein & Blader, PC. He was also a law clerk for the Honorable Douglas Hurd, P.J. Civ. in Trenton, NJ.
Jason was admitted to the New Jersey Bar in 2014 and the New York Bar in 2015. He earned his Juris Doctor from the Washington College of Law at American University, his MBA from the Kogod School of Business at American University, and his Bachelor of Arts from New York University. Jason currently lives in Cranford, NJ with his wife Shari, son Daxton, daughter Navah and bernedoodle Moosie.
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What happens if I do not have a will?If you die without a will, the laws of your state will by default determine how your property is distributed. While laws vary state to state, typically the distribution would be to your spouse and children, or if none, to other family members. Having a will ensures that your property is distributed as you want it to be and also allows for a myriad of other decisions that your state's general default provisions cannot address, including minimizing your estate's tax obligations.
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I do not have a lot of assets. Do I need a will?As mentioned above, a will addresses how your property is to be distributed but also allows you to make other appointments. For example, a will allows you to appoint someone to be the guardian of your children upon your passing. Estate planning may also consist of a healthcare power of attorney (living will) and a power of attorney. These documents allow you to appoint who shall be responsible for healthcare decisions and access to your financial accounts, respectively, if you become incapacitated. These are important documents to have regardless of how many assets you own.
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How much do you charge for estate planning?Our estate planning packages start at $1,500 for an individual and $2,000 for a couple. As our estate planning services are tailored to your specific needs, we encourage you reach out for a free consultation to see how we can help you.
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How long does it take to prepare my estate plan?Clients can expect that from the time our office has been officially engaged to represent you to your executed estate plan typically takes two to six weeks. Estate planning is a sensitive subject. Jason takes the time to educate and advise you on your options to develop a customized plan that protects you and your family.
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I have an existing estate plan. Can I make changes to it?Yes! We recommend reviewing your estate planning documents yearly to ensure that they still reflect your current wishes. There are plenty of situations that can require updating your documents (ex. marriage, divorce, death, welcoming a child, etc.). If you are in need of updating your estate plan please reach out for a free consultation today.
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What is concierge estate planning?We provide estate planning services brought right to your door! For a more detailed description please refer to the "Our Services" section of our website and select the "Read More" button.
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