Jeffrey J. Brookner, Esq.
Brookner Law Offices, LLC
991 Route 22 West, Suite 200
Bridgewater, NJ 08807
ph: (908) 595-2200
fax: (908) 634-5969
jeffrey
Since I received a law degree from Syracuse University School of Law in 1993 and my Certified Financial Planner certification in 1999, I have been an award-winning investment manager and financial planner. During this time, I worked with many attorneys, accountants, and insurance professionals to assist high net worth clients with their estate planning and probate needs. I am now providing estate planning services as an attorney in the State of New Jersey. My focus is on helping younger families address their estate planning needs, but I can certainly help in other areas, too.
I belong to the American Bar Association, the Greater Middlesex/Somerset Estate Planning Council (board member since 2009), and the National Association of Personal Financial Advisors (NAPFA). These groups are excellent resources to stay on top of current industry trends and learn from other industry professionals.
Over the years, I have developed a reputation for providing trustworthy, well-researched advice on pertinent financial and estate planning issues. It's been said that I have an easy-going personality that makes my clients feel comfortable. Additionally, I always strive to make complex concepts as simple as possible.
I also provide financial-planning services through the Investment Connection, LLC. For more information, click here:
Andrew can be reached directly by email at andrew@brooknerlaw.com.
Who pays inheritance tax on an annuity? NJ.com, May 14, 2018
Why seniors shouldn't put assets in kid's names, NJMoneyHelp.com, May 7, 2018
Are taxes owed on gifts from in-laws?, NJ.com, December 5, 2017
Can my wife access my trust?, NJMoneyHelp.com, Apr. 5, 2017
Inheritance for Child of an Illegal Immigrant, NJMoneyHelp.com, Dec. 2, 2016
Understanding Power of Attorney Documents, NJ1015.com, Aug. 22, 2016
Choosing a Living Trust vs. a Will, NJMoneyHelp.com, Jul. 7, 2016
Caution! You May Not Get that Inheritance, NJMoneyHelp.com, May 18, 2016
How to Handle a Parent Not Having a Will, NJ1015.com, Apr. 7, 2016
Moving to Avoid Estate and Inheritance Tax, NJMoneyHelp.com, Mar. 15, 2016
What Taxes Apply When Someone Dies?, NJMoneyHelp.com, Mar. 1, 2016
Who Will Manage Your Affairs?, NJMoneyHelp, Jan. 26, 2016
Being Fair in Estate Planning, NJ1015.com, Jan. 4, 2016
Planning for Unmarried Couples, NJMoneyHelp.com, Dec. 28, 2015
Can I Check on a Parent's Estate Without Letting On?, NJ1015.com, Nov. 12, 2015
What to Do If Your Relative Passes Without a Will, NJ1015.com, Nov. 2, 2015
Jeffrey J. Brookner, Esq.
Brookner Law Offices, LLC
991 Route 22 West, Suite 200
Bridgewater, NJ 08807
ph: (908) 595-2200
fax: (908) 634-5969
jeffrey