As your Personal Family Lawyer® and Business Lawyer, we bring specialized training, expertise, and depth of experience in estate, life, and legacy planning that traditional law firms simply cannot match.
We don’t just create legal documents like Wills, Trusts, Health Care Directives, Powers of Attorney (though we do that too). We begin with a WELL Planning Session, where we spend dedicated time educating, guiding, and helping you gain clarity about your goals.
Before this session, you’ll complete an Inventory and Assessment Form, designed to give you a clear picture of your assets and the key considerations for protecting your loved ones and what matters most.
Estate Planning
Planning for Everyone you Love and Everything you own
Have you thought of what would happen legally to you, your loved ones, your assets and everything else you care about if something unexpected happened to you? Having an estate plan is more than just a will. It’s a comprehensive strategy that helps you protect your assets, care for your loved ones, and ensure your wishes are carried out, both now and in the future.
At its core, an estate plan is about clarity, control, and peace of mind. It outlines how your property, finances, and responsibilities will be managed and protected if you’re unable to make decisions or after you pass away.
If you have an estate plan, and it hasn’t been reviewed or updated for a few years, your assets could be lost to the State Department of Unclaimed Property, or to an unnecessary Court process.
Why work with Us
Our mission is to make the estate planning process easy, comprehensible, and effective for you.
If you are considering a DIY estate plan, we help you understand the risks: incomplete or incorrect planning can leave your family unsupported, cause confusion, or even put your assets at risk often leaving loved ones to clean up the consequences after it’s too late. With Us, we design a custom estate plan tailored to your family’s unique circumstances giving you confidence that your legacy, your loved ones, and your assets are fully protected.
Ready to Start Planning?
Let’s create a plan that protects your family, business, and legacy.
Office Address: 61-43 186th St, Fresh Meadows, NY 11365