Estate Planning

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Nassau County Estate Planning Lawyer

Plan for Your Future Throughout New York City & Surrounding Areas

Estate planning is one of the most important actions you can take for your and your loved ones’ futures. It ensures that your assets are distributed according to your wishes and that your loved ones are taken care of. At Kirshblum Taber PC, our experienced estate planning attorneys in Nassau County can help you navigate the complexities of estate planning and create a comprehensive plan tailored to your unique needs.

Attorney Orly Taber works exclusively in estate planning and has an intimate knowledge of how to most effectively protect your estate for your heirs and organize your assets in a way that benefits you in the future. For instance, Attorney Taber can help you plan your future long-term care plan, which involves analyzing and protecting assets. Her familiarity with the estate planning process and elder law enables her to strategize an optimal plan for your future.

There are several estate planning tools we can prepare for you, including:

Wills
Trusts
Powers of attorney
Health care proxies
Long-term care planning such as Medicaid planning.

Get started with an initial consultation to start discussing the future of your estate with Kirshblum Taber PC by calling (516) 908-8842. Now offering Spanish and Russian interpreting services.

In addition to wills and trusts, proper estate planning involves a conscientious review of your asset management and distribution strategies. Our approach includes frequent reviews and updates to your plan to ensure alignment with any changes in your life circumstances or New York State laws that might impact your estate. This means proactively considering factors such as recent financial shifts, tax law changes, and familial changes, such as marriages or births, which may necessitate updates to your existing plans.

Furthermore, our firm is dedicated to demystifying the complexities of estate planning for our clients. We offer a clear, step-by-step process designed to provide transparency and understanding, empowering you to make informed decisions with confidence. Our goal is to build a long-term relationship grounded in trust and open communication, ensuring that your estate reflects your evolving priorities and desires.

Our Practice Areas Helping Clients
Overcome Legal Complexities

Role of an Estate Planning Lawyer in Nassau County

Estate planning attorneys focus on the legal aspects of planning, managing, and distributing a person's estate after their death, as well as planning for the possibility of incapacity. These legal professionals provide invaluable advice on protecting your estate's assets, minimizing estate taxes, and ensuring wishes are carried out efficiently and effectively.

Skills of Estate Planning Attorneys

Analytical Thinking: Ability to assess legal situations and develop strategic solutions tailored to individual client needs.
Attention to Detail: Meticulousness in reviewing legal documents to ensure accuracy and compliance with regulations is crucial in preventing legal issues.
Communication Skills: Strong verbal and written communication skills are essential for explaining complex legal concepts understandably to clients.
Client Relations: Building trust and establishing rapport with clients to understand their goals and concerns regarding estate planning.
Negotiation Skills: Proficiency in negotiating favorable terms on behalf of clients during estate disputes, ensuring the best possible outcomes.
Problem Solving: Creative thinking to devise innovative solutions for unique estate situations and challenges clients may encounter.
Knowledge of Tax Law: In-depth understanding of estate and gift tax laws to advise clients on minimizing tax liability effectively.
Organizational Skills: Efficient management of multiple tasks and deadlines, ensuring timely completion of all responsibilities.
Research Skills: Ability to conduct thorough research on current laws and regulations affecting estate planning to provide informed guidance.
Empathy and Compassion: Sensitivity to clients' emotional situations, particularly when dealing with matters of life, death, and family dynamics, to provide supportive counsel.

These skills enable estate planning attorneys in Nassau County to provide sound advice, fostering successful client relationships while effectively preparing for the future.

Our estate planning lawyers not only prepare vital documents like wills and trusts but also serve as your steadfast partners in navigating life’s milestones. This partnership includes consistent reviews of your estate plan to reflect life transitions such as buying a home, starting a family, or retiring. They also focus on preventative strategies to safeguard your estate against potential disputes and ensure that your intentions are honored without complications.

By collaborating with a dedicated estate planning attorney, you're ensuring a comprehensive approach that factors in both current familial and financial situations, providing a holistic view of your estate. This thoroughness ensures that your loved ones receive the maximum protection and benefits from your estate, minimizing stress during emotional times.

Common Estate Planning Questions in Nassau County

Why is estate planning important?

Estate planning is important because it allows you to have control over what happens to your assets and property after you pass away. It also ensures that your loved ones are taken care of and can help minimize disputes among family members.

What is a power of attorney?

A power of attorney is a legal document that grants someone the authority to act on your behalf in financial and legal matters. It is important to choose a trustworthy person to be your power of attorney.

What is long-term care planning?

Long-term care planning involves making arrangements for your future care needs, particularly if you require assistance with daily activities as you age. It can include Medicaid planning, nursing home care, and other options.

What are the benefits of creating a trust as part of my estate plan in New York?

Creating a trust as part of your estate plan in New York offers several benefits. Trusts can help protect your assets and provide peace of mind, knowing that your wishes will be carried out. They also avoid the probate process, which can save time and money for your beneficiaries. Trusts allow you to name specific beneficiaries for your assets, ensuring that your estate is distributed according to your wishes without the need for court intervention.

Why is having a Last Will & Testament important?

Having a Last Will & Testament is crucial for securing the future of your assets and loved ones. It allows you to specify how your property should be distributed and name a legal guardian for any minor children. Creating a will ensures that your wishes are respected and followed after your passing, providing clear instructions for the management and distribution of your estate, which can prevent potential disputes among heirs.

When should I start Medicaid planning?

It's recommended to start Medicaid planning well in advance of when you anticipate needing long-term care. Ideally, you should begin at least five years ahead to prepare for Medicaid eligibility. Early planning can significantly increase your chances of qualifying for Medicaid assistance, which can cover the costs of long-term care in a nursing or skilled care facility. Consulting with a knowledgeable attorney can provide invaluable guidance throughout this process.

Take control of your future today! Contact Kirshblum Taber PC at (516) 908-8842 to schedule your initial consultation with our experienced Nassau County estate planning lawyer.

Answering common questions can help clarify the complexities surrounding estate planning, offering insights into processes like crafting a durable power of attorney or understanding the implications of various trust types. Our firm aims to provide comprehensive answers that not only address 'how' but also 'why'—highlighting the significant impact a well-prepared estate plan can have on ensuring familial harmony and asset security.

Common Mistakes in Estate Planning and How an Attorney Can Help

Many individuals make crucial mistakes during the estate planning process, either by misjudging the complexity of their assets or overlooking future possibilities. Some of the most common mistakes include:

Not Having an Estate Plan at All: Many people delay or entirely neglect estate planning, assuming it's only necessary for the wealthy or elderly. This oversight can leave their family in a difficult position, navigating the complexities of probate court or disputing over the distribution of assets.
Failing to Update Estate Plans: Life changes, such as marriage, divorce, the birth of children, or significant shifts in financial status, necessitate updates to estate plans. Without these updates, your estate plan might not reflect your current wishes or situations, leading to unintentional disinheritance or other issues.
Overlooking the Importance of a Healthcare Directive and Power of Attorney: Beyond distributing assets, estate planning also involves preparing for potential incapacity. Without a healthcare directive or a financial power of attorney, decisions about medical care or the management of finances might be left to the courts or individuals not chosen by you.
Misunderstanding the Role of Beneficiary Designations: Beneficiary designations on life insurance policies, retirement accounts, and other financial instruments override wishes expressed in wills and trusts. Failure to align these designations with the overall estate plan can lead to assets passing to unintended beneficiaries.
Attempting DIY Estate Planning: Many try to save on costs by using online templates or drafting documents themselves. However, these generic forms might not accommodate their unique needs or comply with specific state laws, potentially invalidating the document and causing expensive legal issues for heirs.

An estate planning attorney helps you avoid these and other mistakes. They provide personalized advice tailored to your unique circumstances, ensuring that your estate plan accurately reflects your wishes and complies with state laws. By collaborating closely with an attorney, individuals can secure their legacy, protect their assets, and provide for their loved ones with confidence.

Protect Your Assets with Comprehensive Estate Planning

Planning for the future is essential to ensure that your assets are protected and your wishes are carried out. Our experienced elder law attorneys at Kirshblum Taber PC can help you create a comprehensive estate plan tailored to your unique needs and goals. Whether you need assistance with the essential tasks necessary to build a strong estate or navigating the complexities of ensuring your future medical treatment, we are here to guide you every step of the way.

Benefits of comprehensive estate planning include:

Ensuring your assets are distributed according to your wishes
Minimizing estate taxes and probate costs
Protecting your loved ones and providing for their future
Avoiding family disputes and legal challenges
Peace of mind knowing your affairs are in order

Estate planning is more than just a legal formality; it's a proactive step toward securing your family's future. Our attorneys are familiar with drafting legal documents and also act as advisors who understand the emotional nuances of planning ahead. By fostering transparent communication, we ensure that you are well-informed and active participants in every decision concerning your estate.

In addition to standard documentation, we evaluate your unique circumstances to incorporate asset protection strategies and establish legal safeguards. This might include setting up trusts that bypass the probate process, thereby shielding your assets from unnecessary fees and delays. With estate planning, we aim to provide you peace of mind while preparing a fortified structure for your estate.

Let’s get started on your future today. Schedule an initial consultation with our Nassau County estate planning lawyer by calling (516) 908-8842 or by contacting us online today!

A Team of Compassionate Advocates On Your Side

Specifically Focused on Family Law & Estate Planning

Meet Our Attorneys

Our Estate Planning Lawyers are Ready to Guide You!

When it comes to estate planning in New York, you can count on Kirshblum Taber PC. Our team of experienced legal professionals has a well-earned reputation for their skill in delivering comprehensive estate planning services. With us, you can be sure that your trust is placed in the right hands and that all aspects of your planning will be taken care of properly.

Comprehensive Estate Planning Services

Trusts - Trusts are a beneficial estate planning tool that can help protect your assets and provide you with peace of mind. As trusts do not have to go through probate, they can also save you time and money. You can name beneficiaries who will receive these titles upon your passing, ensuring that your wishes are met without the hassle of going to court.
Last Will & Testament - Last Wills and Testaments are extremely important when it comes to securing the future of your assets and your loved ones. A will can provide you with the opportunity to plan how your property should be distributed, as well as name a legal guardian for any minor children. By creating a Last Will and Testament now, you can ensure that your wishes are honored even after you're gone.
Medicaid Planning - Medicaid planning can be a great way to help you prepare for eligibility for Medicaid assistance. Working with a qualified attorney familiar with Medicaid planning is strongly recommended, as they can provide invaluable guidance and increase your chances of getting the aid you need. Keep in mind that it's important to begin your planning early - ideally, at least 5 years ahead of when you anticipate the need for long-term care.

Advocating for the Elderly

It is advisable to start on your estate plan as early as possible. However, Kirshblum Taber PC is prepared to help you at any stage of your life. Attorney Orly Taber is particularly knowledgeable about the Estates Powers and Trusts Law (EPTL) as well as the Surrogates Court Procedures Act (SCPA), so she knows what legal hurdles you will need to navigate in the future. This also means that she is able to build a strategic estate plan, including matters as complex and nuanced as Medicaid Planning. In fact, many of our clients come to us for Medicaid planning assistance, where we help them restructure their assets so they can qualify for Medicaid either at home or in a Nursing or Skilled Care Facility. Whether you have questions about trusts, wills, powers of attorney, or Medicaid planning, trust that Kirshblum Taber PC can guide you smoothly through the process and address all your legal concerns.

Helpful Resources for Estate Planning

Our commitment to serving the elderly extends beyond standard estate planning; we focus on providing guidance that considers the nuances of elder law specific to New York. Our holistic approach is aimed at ensuring our clients are not only protected legally but are also positioned to make the most informed decisions regarding their health care and financial stability as they age.

By choosing Kirshblum Taber PC, you’re opting for more than just a legal service provider; you're choosing a partner committed to walking with you through the complexities of legal arrangements. Our approach is deeply rooted in empathy and understanding, reflecting our objective to deliver not just services, but peace of mind and assurance to each client we serve.

Estate Administration in Nassau County

Effective estate administration in Nassau County requires an understanding of local probate processes and the legal landscape. Navigating the Surrogate's Court, which oversees probate and estate matters, requires detailed knowledge of filing requirements and compliance with procedural rules. For many, the prospect of probate can feel daunting without the right guidance. Our legal team works closely with clients to ensure a smooth and efficient administration process, minimizing delays and potential legal obstacles.

Our comprehensive services in estate administration include:

Probate Proceedings: Guiding executors and administrators through the probate process with clear and consistent communication.
Asset Valuation and Distribution: Assisting in accurately valuing and distributing estate assets according to the will or state laws.
Resolving Disputes: Providing legal strategies for resolving family disputes amicably and efficiently.

At Kirshblum Taber PC, we strive to provide peace of mind through careful management of estate processes, ensuring all actions are aligned with both legal expectations and the deceased’s wishes.

Understanding Local Estate Taxes and Implications

Nassau County residents need to be aware of both state and federal estate taxes when planning their estates. New York imposes its own estate tax, which can impact estates valued above certain thresholds. Staying informed about these thresholds and understanding the potential financial implications is crucial for effective estate planning. Our role is to provide clarity and actionable strategies to mitigate these tax liabilities, adapting plans to maximize the preservation of assets.

Key tax considerations in estate planning:

Federal Estate and Gift Taxes: Understanding the federal tax implications and utilizing tools like lifetime gift exclusions for effective planning.
New York State Estate Tax: Awareness of exemption limits and strategies to minimize state tax obligations.
Charitable Contributions: Exploring how charitable donations can be structured to provide tax benefits while supporting personal philanthropic interests.

By working with Kirshblum Taber PC, clients receive guidance tailored to the intricate tax environment, aiming to enhance estate preservation and ensure wealth transfer aligns smoothly with personal goals.

Contact Us For a Consultation

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