About Us
Smart. Simple. Personalized Estate Planning for Long Island & Beyond.
Who We Are
Estate planning attorney Michael P. Rapps
As an attorney, wealth advisor and Certified Financial Planner™ with over 10 years of experience in private client services, I specialize in helping affluent families and business owners achieve their financial goals through estate planning, financial planning, and business succession planning. My expertise in private client trust and estate planning, financial planning, and tax-efficient investing, as well as business succession and legacy planning, enables me to provide tailored solutions that address the unique needs of each family.
What sets me apart is my multi-perspective approach to financial planning, which draws on my background in pastoral psychology, mediation, and coaching. This unique perspective allows me to offer customized solutions that take into account both the financial and personal aspects of wealth management.
250+
Consultations
£20M+
Recovered
99%
Success rate
Our History
A Foundation Built on Clarity and Empowerment
After years in practice, I saw too many individuals and families presented with legal plans that were either overly complex, financially inefficient, or failed to reflect their true priorities. I founded this firm to change that, building our entire practice on a core promise: to deliver a fundamentally better and more empowering client experience.
Clear: Straightforward advice and documents you can understand.
Tax-Smart: Plans to preserve your wealth and minimize liabilities.
Practical: We focus on what is genuinely workable seamlessly.
Client-Centered: Your goals are our north star.
Clarity
We demystify the complex legal and financial process, providing straightforward advice and documents you can understand and trust.
Compassion
We approach every conversation with empathy, recognizing that we are guiding you through deeply personal and often difficult decisions.
Education-First
We empower you to make informed choices by explaining your options in plain English, ensuring you are the author of your own legacy.
Long-Term Thinking
We build plans designed to protect your family for generations, anticipating future needs and changes in the law.
Professional background
What makes us different
Attorney, Wealth Advisor, and Certified Financial Planner™ (CFP®).
Over a decade of experience in private client services.
Expertise in Estate Planning & Legacy, Financial, Business Succession & Exit Planning
Integrates legal and financial advice with a background in mediation and coaching
A sought-after speaker on family wealth, estate, and business succession planning.
Who We Help
We Provide Tailored Solutions for Diverse Clients
Families
Protect your children’s future with comprehensive guardianship and inheritance planning.
Professionals
Asset protection solutions tailored to your specific professional risks.
Retirees
Strategies to preserve your nest egg while ensuring your wishes are honored.
Seniors
Plan for long-term care needs while preserving your assets for future generations.
High Net Worth Individuals
Sophisticated strategies to minimize estate taxes and maximize wealth transfer.
Business Owners
Ensure business continuity and tax-efficient transitions for your life’s work.
Will vs. Trust: A Simple Comparison Guide
Download our comparison guide to find out more about Will vs. Trust.
Join Free Webinar
Is Your Family’s Future Left to Chance?
Stop leaving your family’s future to the courts. Learn the smart, simple strategies to secure what you’ve built. Most estate plans have critical gaps that leave families vulnerable.
Hosted by Estate Planning Attorney
Michele Hozier
Saturday Jan 24, 2026 @ 10 AM
In our free workshop, we reveal the 5 most common mistakes and how you can avoid them.
Attendance limited to 25. Reserve your seat now!