facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Who We Serve

Inheritance Recipients

Marge's extensive background in estate taxation and administration has enabled her to provide valuable assistance to executors and heirs. Based in Flemington, NJ, Marge serves clients throughout the United States understand their financial situations and manage inheritances.

Below are some helpful resources:


What to do When You Receive an Inheritance

Receiving a large inheritance can be a bittersweet experience. You’ve lost someone close to you, but this person also believed that you would take their assets and honor their legacy long after they have passed. It’s important to remember that wisely managing an inheritance involves many new challenges and you need to be aware of them so you can make educated and informed decisions.


Get Started