How We Help

We are here to help families, seniors, and business owners protect what’s important.

Young Families

Family

Planning for end-of-life can be uncomfortable and even frightening. It’s critically important that all loving parents do it. Your minor children could face the consequences if you fail to map out a future without you.

At its core, an estate plan conveys your wishes on how your assets should be handled after you’re gone, while keeping you in control. However, the benefits of a quality estate plan go far beyond distribution of assets.

A well designed Estate Plan can bring great peace of mind. With no plan in place, your loved ones could face serious challenges down the road.

Our plans help you avoid:

  • Lengthy, expensive, and painful probate process
  • Children’s inheritance lost to to divorces, lawsuits and creditors
  • Fights over who will take care of minor children

Our Specialties

Empty Nesters

7 out of 10 people will need some type of long term care. Nursing home care costs are astronomical, and rise every year.

In 2020, the average cost for a nursing home in New York was $12,972 per month. (Source). Private in-home care is even more expensive, with 24-hour care costing $18,927 per month. The average senior needs care for about two years, costing $311,328 – $454,248.

Medicare does not cover nursing home care except in limited circumstances.

The costs for long term care will threaten your home and finances. Even after years of disciplined saving, nursing home bills or in-home care costs can quickly deplete your bank account.

We can recommend legal strategies that will protect your nest egg while allowing you to qualify for important programs like New York Medicaid.

It’s never too late to protect your life’s work. When we sit down with you, we discuss your goals and look into the future to develop a complete plan that protects you for generations to come.

Our Specialties

Business Owners

business woman

You established a business in hopes of pursuing your passion and having a dependable income. Because of your business’s central role in your life and income, failing to build it on a strong foundation is a mistake. 

With strategic business planning, you can protect yourself, your business, and your loved ones while maximizing your income and making an impact.

Our Specialties

7 Priceless Tips

on How Your Estate Plan should be protecting your children

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