ADLER & ADLER, PLLC
1180 6th Avenue, 8th Floor, New York, NY 10036
Why Estate Planning is Important
Having a comprehensive estate plan in place will help you feel more confident about the future and assure that your loved ones will be taken care of. It can help you achieve a variety of goals and objectives, including:
Providing support and financial stability for your spouse.
Preserving assets for future generations.
Supporting a favorite charity or other worthy cause.
Ensuring all of your assets, including those that pass by beneficiary designation (e.g., retirement accounts and life insurance policies), will be distributed according to your wishes.
Minimizing income, gift, and estate taxes.
Ensuring that individuals you choose can make decisions on your behalf in the event of your incapacity.
Naming a Guardian for Minor Children
How Property is Transferred at Death
When do I Need a Revocable Trust?