Burlington County, New Jersey: Tax Attorney / Real Estate Attorney / CPA

[Jewel B.]

Happy Monday,

I have an elderly family member who would like to me to take ownership of her property. Although she is in relatively good health, she is quite elderly, and she is concerned about what would happen to the property after her death. Sadly, but responsibly, she seems to be in the process of Döstädning now. I am looking for recommendations for legal/tax professionals to advise on this process and the best way to go about this. I do not know if she has a will or has done estate planning, though she talks as though she does not. She would continue to live in the property until her passing (or a severe decline in health requiring medical / hospice care). I am seeing online that putting the property in a will vs transferring / gifting a deed is more favorable in term of tax basis, though I do not intend to sell the property or any part of it (4 acres; needs to be surveyed) at any point in my life, as it has been in the family for a very long time. I am not sure her thoughts on or willingness to work with an estate attorney or create a will if she has not (and yes, I understand that would be wise, but I also can't force her to if it seems overwhelming etc to her).

Thank you.

P.S. Burlington is listed as part of Philadelphia metro, hence the location tag. Slim pickings under the NJ tag.