Planning for the future may feel overwhelming, but it doesn’t have to be. Whether you’re just getting started or updating an old plan, having the right documents in place brings peace of mind to you and your loved ones. At Bozanian McGregor, LLC, we help individuals and families across Essex County create thoughtful estate plans that reflect their goals and values. From wills to trusts, we’ll guide you through your options and make sure everything is done properly.

Wills: The Foundation of Your Estate Plan

A will is often the first step in building a comprehensive estate plan. It gives you the power to decide who receives your assets, who will care for your minor children, and who will be responsible for carrying out your wishes.

Without a valid will, New Jersey’s intestacy laws determine how your estate is divided. This can create confusion and tension among surviving family members. We’ll help you draft a clear, enforceable will that speaks for you when you no longer can. For Essex County families, this kind of planning can help avoid unnecessary stress and court involvement.

Durable Power of Attorney: Planning for the Unexpected

A durable power of attorney allows you to name someone you trust to handle financial and legal matters if you become unable to do so yourself. This can include paying bills, managing bank accounts, or making decisions related to real estate and investments.

In Essex County, we regularly work with clients who want to ensure that a spouse, adult child, or close friend can step in if needed. We’ll help you draft a document that’s clear, legally sound, and tailored to your needs. Without it, your loved ones may have to petition the court for control—something that can be both time-consuming and costly.

Health Care Proxy & Living Will: Making Medical Wishes Known

A health care proxy, also referred to as a proxy directive, lets you appoint someone to make medical decisions on your behalf if you can’t speak for yourself. A living will, also called an advance directive, outlines the types of medical treatment you do or don’t want, such as resuscitation or life support.

We take the time to make sure these documents reflect your values and beliefs. By having these plans in place, Essex County residents can ease the burden on family members and avoid confusion during a medical emergency.

HIPAA Authorization: Sharing Health Information When It Counts

Even close relatives can be denied access to your medical records without a HIPAA authorization. This document ensures that your chosen representatives can receive the information they need to make informed decisions about your care.

We help our Essex County clients include HIPAA releases as part of their estate plans, so the right people are always in the loop when it matters most.

Trusts: Custom Planning for Complex Needs

Trusts offer a flexible way to manage your assets and provide for loved ones, both during your lifetime and after. They’re especially helpful for avoiding probate, protecting privacy, or providing ongoing support to beneficiaries.

Depending on your goals, we may recommend one or more of the following types of trusts:

  • Revocable Living Trust – Allows you to retain control over your assets while providing for a smooth transfer after death, outside of probate.
  • Irrevocable Trust – Removes assets from your estate, which may offer protection from creditors or reduce estate taxes.
  • Special Needs Trust – Preserves eligibility for government benefits while setting aside funds to support a loved one with a disability.
  • Charitable Trust – Supports a charitable cause while also offering potential tax benefits.
  • Testamentary Trust – Created through your will to provide structured support to children or dependents.

We work with clients throughout Essex County to choose the right kind of trust, draft the documents, and ensure everything is properly funded and maintained.

Why Essex County Families Choose Us

At Bozanian McGregor, LLC, we’re proud to serve Essex County and its surrounding communities. Our approach is personal, thorough, and focused on what matters most to you. We explain your options clearly and work with you to build a plan that’s not just legally sound, but also practical for your life.

Whether you’re creating your first estate plan or updating an existing one, we’ll help you move forward with confidence and clarity.

Contact Our Experienced Essex County Estate Planning Attorneys

The best time to create an estate plan is before you need one. We’re here to make the process simple, respectful, and tailored to your goals. If you live in Essex County or nearby, reach out to us to schedule a consultation. We’ll help you protect what matters most—your family, your wishes, and your peace of mind.

Contact Bozanian McGregor, LLC today to get started. Your future deserves a plan.