Long Island Estate Planning Lawyer

Benefit From 50 Years of Estate Planning Experience

One of the first steps to getting started with an estate plan is to schedule a Family Wealth Planning Session with one of our Long Island estate planning lawyers. The appointment can be scheduled for any weekday, including evenings. This planning session is usually an hour during this time we focus solely on you and your family. You will receive forms to complete before the meeting, which will help both you and our firm understand your legal and financial situation.

During the meeting, we can review what would happen to your assets and loved ones should something happen to you. Then we can discuss what you would like to happen and design a way to get the appropriate estate plan in place as easily and quickly as possible. If you have more complex financial matters, we can help you during a second design meeting or schedule a Whole Family Wealth Audit Meeting to address the most difficult financial issues.

Preparing for Your Wealth Planning Session in Long Island

Before your Family Wealth Planning Session, you will need to review the Family Wealth Planning Worksheet that you will receive by mail or email after scheduling your appointment. The worksheet will need to be returned by mail, email or fax at least three days before the meeting. If we do not have the Family Wealth Planning Worksheet within three days of the session, the appointment may need to be rescheduled, as we need adequate time to look over your information to prepare for the meeting.

Please call the office at any time if you need help or have questions regarding the worksheet. The purpose of the Family Wealth Planning Worksheet is to help you focus on the information and questions that are important and necessary to enable us to get your legal and financial matters in order.

Completing the form helps us provide you with the best possible service, and you will need to take the following steps before your appointment:

• Print the Family Wealth Planning Worksheet:
• Married Estate Planning Worksheet
• Life Partners Estate Planning Worksheet
• Single Estate Planning Worksheet
• Complete as much as possible
• Schedule an appointment to discuss your needs
• Return the Family Wealth Planning Worksheet to the office at least three days prior to your appointment

Additionally, it is important that you provide us with copies of any existing estate planning documents three days prior to your appointment so we can review them before our meeting.

Understanding Your Estate Plan Documents

After the creation of your new estate plan, we review your assets to ensure that they are titled for the right protection. We can also schedule a meeting to have you sign your planning documents just a few weeks later. Instead of confusing you with legal jargon, we explain your documents in simple terms so that you can understand how your plan is designed to carry out your wishes for the future, even through probate proceedings. Additionally, we can also explain how our firm and your estate plan can protect and care for your family.

After your estate planning documents have been signed, your family can be protected in the ways discussed during our design meeting. Once you sign the planning documents, you have up to 50 days to alter them at no extra charge. While some firms view the document signing as the end of the relationship with a client, to our firm this step is only the beginning.

Ensuring Your Estate Plan Stays Current

We understand that your family and assets are constantly changing, and we can make sure your plans are always up-to-date by reviewing them at least every three years at no additional charge. We also keep our clients informed about changes in the law or other changes that affect their families or assets. Additionally, our firm welcomes communication with our clients and never charges for their phone calls, faxes, or emails when working on a flat fee basis