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Our Services

TAX & ESTATE PLANNING THAT GROWS WITH YOU

As Your Life Changes, So Should Your Estate Plan. Our Flexible Solutions Adapt To Your Unique Needs, Providing Ongoing Peace Of Mind.

new-york-tax-and-estate-planning-lawyers-for-young-couples
YOUNG COUPLES
new york tax and estate planning lawyers for young couples
GRANDPARENTS
new york tax and estate planning lawyers for single parents
SINGLE PARENTS
new york tax and estate planning lawyers for blended families
BLENDED FAMILIES
new york tax and estate planning lawyers for married couples
MARRIED WITH CHILDREN
new york tax and estate planning lawyers for life partners
LIFE PARTNERS
new york tax and estate planning lawyers for business owners
BUSINESS OWNERS
Our Process

FROM COMPLEXITY
TO CLARITY - YOUR ESTATE AND TAX PLANNING JOURNEY STARTS HERE

Crafting a lasting legacy that reflects your values and aspirations starts with a purpose-driven plan.

Start Here
1
BOOK A CALL

Start your journey with a personal consultation to discuss your estate planning needs and questions.

2
OUTLINE YOUR GOALS

Define your legacy with clear goals for asset distribution, family protection, and wealth preservation.

3
CREATE YOUR PLAN

Craft a tailored estate plan that aligns with your objectives and provides legal protection for your assets.

4
PERFECT PEACE OF MIND

Finalize a secure, comprehensive plan for future certainty and peace of mind for you and your loved ones.

Let’s Get Started!
LET US HELP YOU PROTECT YOUR LEGACY

BOOK A FREE DISCOVERY CALL

Not Ready to Schedule? You Can Submit a Message.

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Meet Our Dedicated Estate Planning Attorney

MEET ATTORNEY Adam Katz, YOUR LOCAL Cedarhurst, Ny ESTATE & TAX LAWYER

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.

Serving
New York City and:
  • Hudson
  • Lakewood
  • Poughkeepsie
  • Kingston
  • Long Beach
  • Trenton
  • Princeton
  • Edison
  • Toms River
  • Atlantic City
  • Newburgh
  • Middletown

CRAFTING YOUR
LEGACY, ONE DOCUMENT AT A TIME!

Start Here