Estate Planning
Wills & Trusts
Estate Administration
Wills & Trusts
Estate Administration
The easy way to get your will and estate planning done.
The estate planning process begins with an introductory telephone consultation. The introductory telephone consultation provides an opportunity for us to get to know each other and determine the type and scope of planning that is best for you and your family.
The process then proceeds through the following four steps:
| Fact Finding To understand your wishes and objectives. | Document Drafting To create the legal documents to implement your plan. | Document Review To review your legal documents with you. | Document Execution To assure that all legal formalities are met. |
WE’VE HELPED THOUSANDS OF FAMILIES
And they actually enjoyed it!
If you have children, you need a will to name a guardian. If you have substantial wealth, you may need one or more trusts to help control how your assets are taxed, managed, and distributed.
If you avoid addressing questions about how to settle your affairs, life for those you love will be even more difficult.
That’s why estate planning is so important!
Let’s Start.
Office – 212-843-4059
Mobile – 646-946-8327