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ESTATE PLANNING

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.

Wills

Living Wills

Trusts

Health Care Proxies

Powers of Attorney

Asset Protection

REASONS FOR ESTATE PLANNINGtabs-divider.png

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.

 

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