Many of us work our entire lives and envision the golden years as a time to reap the benefits of our hard work. But in some cases, the “golden years” can be tarnished by a failure to plan. Taking care of trust, estate and tax planning today can prevent this, as well as family discord, in the future. Our legal team at Futterman Lanza, LLP, provides experienced representation for trust, estate and tax planning.
From our main Offices in Smithtown, Melville and Garden City. We set up and administer trusts for clients in Nassau County, Suffolk County, Long Island and the state of New York.
Proper planning helps to ensure your assets will be distributed in the manner you intend. A will or trust can be used to assign asset distribution. Additionally, trusts can be used to avoid probate, minimize estate taxes or obtain eligibility for Medicaid benefits. Parents with young children can set up a supplemental needs trust to be implemented in case of death. Our experienced lawyers provide the legal guidance clients need to address estate planning issues, including:
To create any estate plan, we work to ensure assets will be preserved and taxes will be minimized. Our comprehensive estate planning analysis and services include preparing documents to allow a trusted friend or family member to oversee financial and health care affairs in the event of disability or death.
We offer Flat-Fee billing for most of our client’s cases. We believe you should be focusing on your family’s future, not the clock. That’s why we operate on a transparent flat fee basis. Find out more about our flat fee billing during your free first time consultation.
Call our offices at 631-979-4300 or contact us by email to learn more about our asset preservation planning services.
