Nassau County Estate Planning Lawyer
Plan for Your Future in Suffolk County, Queens, the Bronx, Brooklyn, Manhattan, Staten Island, Westchester County, NY
Estate planning is one of the most important things you can do 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 can help you navigate the complexities of estate planning and create a comprehensive plan tailored to your unique needs.
Attorney Orly Taber practices 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 such a way that will benefit you in the future. For instance, Attorney Taber can help you plan for 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 in an initial consultationto start discussing the future of your estate with Kirshblum Taber PC by calling (516) 908-8842. Now offering Spanish and Russian interpreting services.
Our Practice Areas
Helping Clients
Overcome Legal Complexities
What Do Estate Planning Attorneys Do?
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 litigation.
- Communication Skills: Strong verbal and written communication skills are essential for explaining complex legal concepts in an understandable way 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 outcomes possible.
- 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 cases and deadlines, ensuring timely completion of all tasks and documentation.
- 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 to provide expert advice, fostering successful client relationships while effectively preparing for the future.
Take control of your future today! Contact Kirshblum Taber PC at (516) 908-8842 to schedule your initial consultation and begin your estate planning journey.
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 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
A Team of Compassionate Advocates On Your Side
Specifically Focused on Family Law & Estate Planning
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 and expertise 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.
Our estate planning services include:
- 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 for how 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 who specializes in 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.
Let’s get started on your future today. Schedule an initial consultation by calling (516) 908-8842 or by contacting us online today!
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