Protect Your Wealth — Without Confusion or Overwhelm
Plain-English, tax-smart estate planning for families, professionals, and business owners in Long Island & across New York.
Learn what you actually need — before you hire a lawyer.
Or Book A Call (For Urgent Needs Only)
How Modern Estate Planning Really Works
Attorney + CFP® — Coordinated Legal & Financial Planning
Serving Long Island & NY Families for Over a Decade
Education-First Planning — No Pressure, No Surprises
Who We Help
We Provide Tailored Solutions for Diverse Clients
Every family and financial situation is unique. We design practical, tax-smart plans aligned with your goals, values, and future.
Families
Guardianship, inheritance protection & thoughtful legacy planning.
Professionals
Liability-aware planning to protect income & accumulated assets.
Retirees & Seniors
Long-term care, incapacity planning & Medicaid risk mitigation.
High-Earning & High-Net-Worth Families
Estate tax exposure management & generational wealth planning.
Business Owners
Succession planning, continuity & ownership transition strategy.
Our Free Guide
Download the Planning Guide for Your Situation
Why Clients Choose Our Firm
What Makes Our Planning Approach Different
Attorney + CFP® Perspective
Legal, tax & financial strategy aligned — not working against each other.
Flat-Fee Planning With Clear Scope
No billing surprises. Transparent expectations from day one.
Education-First, Plain-English Process
You understand every decision before moving forward.
Collaborative, Relationship-Driven Experience
Planning isn’t a stack of documents — it’s a guided partnership.
Watch How Our Planning Process Works
Free On-Demand Workshop — Learn Before You Plan
Practical, plain-English estate planning education to help you make informed, confident decisions for your family.
When you register, you’ll be able to choose the workshop topic that matters most to you — including long-term care planning, estate tax concerns, and common trust-planning mistakes families make.
How we Help
Planning Areas We Commonly Help With
Estate Planning
Revocable trusts, wills & incapacity planning
Do Your Documents Actually Work the Way You Think They Do?
Asset Protection & Medicaid Planning
Irrevocable trusts, home & savings protection
Could Long-Term Care Put Your Assets at Risk?
Wealth Transfer & Estate Tax Strategy
Lifetime gifting, SLATs, ILITs, NY estate tax planning
Are You Exposed to the NY Estate Tax Cliff?
Business Succession Planning
Continuity, ownership transition & exit readiness
Is Your Business Exit — Or Leadership Transition — Really Ready?
Taxation & Financial Planning
Legal + financial structure alignment
Are Your Legal & Financial Strategies Working Together?
Our Estate Planning Process Roadmap
How it works
Your Estate Planning Journey — A Guided, Structured Process
Step 1
Get Educated (Free Resources)
Watch the explainer video or register for our on-demand workshop.
Step 2
Intro & Overview Call (Free)
Discuss goals, concerns & whether our process is a good fit.
Step 3
Paid Consultation (As Needed)
Used for estate administration & complex matters.
Step 4
Engagement & Onboarding
Engagement letter → scope finalized → intake worksheets provided.
Step 5
Information Gathering & Support
Our admin / paralegal team helps organize materials
(not legal advice — planning support only).
Step 6
Design Meeting With Attorney
Trust structure, goals, tax considerations & key decisions.
Step 7
Drafting & Collaborative Review
We refine and finalize your plan together.
Step 8
Signing & Implementation
Documents formally executed + next steps discussed.
Step 9
Optional Trust Funding Assistance
Step 10
Complimentary 3-Year Check-In (Optional)
Ready To Get Started?
Download the Full Planning Roadmap (Free PDF)
The Estate Planning Readiness Checklist
A comprehensive list of documents, account details, asset information, and beneficiary designations to help you prepare for the planning process.
Legal Queries
Frequently Asked Questions
Do I need a will or a trust?
A will directs asset distribution after probate, while a trust manages assets during your life and avoids probate after death. We can help you determine which is right for your goals and family situation.
How long does the process take?
A simple estate plan can often be completed in a few weeks, while more complex trusts may take several months, depending on the specifics of your assets and goals.
Do you charge flat fees or hourly?
For estate planning, we primarily use transparent flat fees, so you know the cost upfront. Litigation or other complex matters may be handled differently, which we will discuss clearly beforehand.
What is a Medicaid Asset Protection Trust?
It’s a specific type of trust designed to help protect your assets, such as your home, from the high costs of long-term care while allowing you to qualify for Medicaid coverage.
How does the 5-year lookback work?
Medicaid reviews all your financial transactions from the previous five years; any assets transferred for less than market value during that time can result in a penalty period of ineligibility.
Will my family owe NY estate taxes?
New York has its own estate tax, which can impact estates valued below the federal threshold. Proper planning can help minimize or eliminate this potential state tax burden for your heirs.
What happens if I don’t plan ahead?
Without a plan, New York state law decides how your assets are distributed, which may not reflect your wishes and can lead to family stress, delays, and unnecessary costs.
What documents do I need to bring to our first meeting?
Please bring any existing estate documents (wills, trusts), a list of your assets and accounts, and the names and contact information for your chosen beneficiaries and fiduciaries.
Want a deeper explanation?
Watch the explainer video or Register for the free workshop
Have More Questions
Contact us, we’ll gladly provide the answers and discuss your case in detail.
What They Say
What Clients Say About Working With Us
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No pressure. No sales push.
Just clarity, education, and a better plan for your family.