Serving: Nassau County, Suffolk County, Long Island, NY
For most people an Estate plan usually consists of three documents, a Last Will & Testament, A Living Will, and a Health Care Proxy.
Depending on the situation some occasionally request a Power of Attorney. Every person over 21, regardless of marital status, should have these documents.
For those who have substantial assets then a detailed review of their financial status coupled with a tax impact analysis is mandatory. In these cases trusts can be established to minimalize estate taxes.
Trusts, however, are complicated and detailed documents which only a seasoned Elder Law attorney should prepare.
Health Care Proxies
Powers of Attorney
During Lifetime: Management of assets and personal needs, or protection of assets for a spouse or other family in the event of disability or incompetence.
After Death: Management and distribution of estate assets after death, efficiently and while accomplishing the client's goals.