Navigate Estate & Tax Planning with Confidence.
Navigate Estate & Tax Planning with Confidence.
Discover How Our Experienced Attorneys in Cedarhurst, NY Can Guide You Through the Preserving Your Legacy & Protecting Your Family.
When it comes to safeguarding your legacy and ensuring your loved ones are protected, you need an estate and tax planning law firm that understands the complexities and nuances of the process. At Katz Law Firm, we have been empowering families and individuals to craft their legacies with confidence for over 17 years.
Our team of compassionate and knowledgeable attorneys in Cedarhurst, NY, is dedicated to guiding you through the estate and tax planning journey, transforming what may seem like a daunting task into a liberating experience.
With our purpose-driven approach, we help you create a comprehensive plan that not only preserves your wealth but also reflects your unique values and aspirations.
Whether you’re just starting to think about estate and tax planning or need to update your existing plan, we’re here to provide the clarity, support, and peace of mind you deserve.
Secure your legacy and protect your loved ones’ future. Expert guidance in wills, trusts, and estate management for peace of mind.
Navigating probate complexities with ease. Ensure lawful distribution of assets and smooth estate settlement with our professional help.
Safeguard your business interests and mitigate risks. Comprehensive legal solutions for contracts, partnerships,
As Your Life Changes, So Should Your Estate Plan. Our Flexible Solutions Adapt To Your Unique Needs, Providing Ongoing Peace Of Mind.
Crafting a lasting legacy that reflects your values and aspirations starts with a purpose-driven plan.
Start your journey with a personal consultation to discuss your estate planning needs and questions.
Define your legacy with clear goals for asset distribution, family protection, and wealth preservation.
Craft a tailored estate plan that aligns with your objectives and provides legal protection for your assets.
Finalize a secure, comprehensive plan for future certainty and peace of mind for you and your loved ones.
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Estate planning is crucial because it ensures your assets are distributed according to your wishes, minimizes taxes and legal fees, and provides for your loved ones after your death. It also allows you to designate guardians for minor children and make healthcare decisions in advance.
A comprehensive estate plan typically includes a will, trust(s), power of attorney, healthcare directive (living will), and beneficiary designations for assets like life insurance and retirement accounts.
If you die without a will (intestate), your state’s laws will determine how your assets are distributed, which may not align with your wishes. This can lead to family disputes and higher legal costs.
Probate is the legal process of administering and distributing a deceased person’s estate, including validating the will, paying debts, and transferring assets to beneficiaries. It is supervised by a court and can be time-consuming and expensive.
The probate process can take anywhere from a few months to a year or more, depending on the estate, potential disputes, and state laws. On average, probate takes about 6-12 months to complete.
To avoid probate, you can create a living trust, designate beneficiaries on financial accounts and life insurance policies, hold property in joint tenancy, or give gifts during your lifetime. These strategies allow assets to pass directly to beneficiaries without going through probate.
Our lead estate planning attorney, Adam Katz, is passionate about helping families and individuals navigate the complex world of estate planning with compassion and a personal touch.
With more than 17 years of experience in estate planning and probate law, Adam Katz has helped countless clients achieve peace of mind by crafting comprehensive plans tailored to their unique needs and goals. He takes the time to listen to your concerns, explain your options in plain language, and guide you through every step of the process.
Adam Katz believes that estate planning should be an empowering experience, not a daunting one. He is committed to building long- lasting relationships with clients, ensuring that your plan evolves as your life changes. Whether you’re just starting your estate planning journey or need to update an existing plan, Adam Katz is here to provide the knowledgeable guidance and support you deserve.
At Katz Law Firm, we understand that estate planning is not just about drafting documents; it’s about building relationships and creating a lasting impact.
