Port Washington Estate Planning Attorney
Wealth Management & Legacy Planning
Are you searching for an attorney to help you with estate planning or probate?
With over 50 years of combined legal experience, the
Port Washington estate planning lawyers at the Law Offices of Steven M. Adler, PLLC are fully qualified to offer
you sound legal advice and professional legal services. Attorney Steven
M. Adler not only has 25 years of experience in the legal field, but he
is admitted to practice in the United States Tax Court, he is also a licensed
health and life insurance agent and he is a licensed real estate agent.
His extensive educational background and professional licenses enable him
to establish effective estate plans for his clientele, thereby offering
his unique insight into how insurance, taxes and real estate laws are
interconnected in estate planning. He is joined by attorney Dolores A.
Jannuzzi, who brings 25 years of experience in the areas of trusts, estates,
business succession planning and elder law to our firm. Together, our
legal team has the knowledge and experience to help you create a comprehensive
estate plan that can establish a lasting legacy for generations to come.
Port Washington is a hamlet in Nassau County on the North Shore of Long
Island. With a community population below 20,000, the area is graced by
marinas, yacht clubs and golf courses, making it a choice location to
retire or settle down and raise a family. At the Law Offices of Steven
M. Adler, PLLC, we take pride in engaging in the time-honored tradition
of wealth management and legacy planning for individuals of all different
ages and backgrounds. Just a few of our areas of expertise include:
Establish Long Term Security for You and Your Loved Ones
No matter who you are or where you come from, you've worked hard to
accumulate your wealth and now it's time to utilize proven strategies
to protect your assets and establish long-term security. At the Law Offices
of Steven M. Adler, PLLC, we will evaluate your assets, your goals and
concerns, and your family structure to create a comprehensive estate plan
that will give you peace of mind knowing that all of your affairs are
in order should anything ever happen to you.
Based on the details of your situation, we will incorporate a variety of
estate planning tools, any of which may include a will,
advanced directives such as powers of attorney, life insurance, revocable living trusts, long-term
care insurance and more. We will also show you how to shield your wealth
from potential creditors' claims and lawsuits and how to save on court
costs, legal fees and estate taxes (where applicable).
Professional Representation During Probate Proceedings
During probate proceedings, executors and administrators have a fiduciary
duty to adhere to the highest standards of care and to act in the best
interests of the beneficiaries and the estate. Personal representatives
are charged with notifying creditors, paying debts against the estate,
filing final income tax returns and sometimes federal estate tax returns,
providing inventories and accountings to the court and much more.
We represent executors and administrators through probate and estate administration.
We take the complexity out of the situation and explain a personal representative's
duties in simple terms. With our assistance, we can streamline the process
so you don't have to worry about sorting through the complicated legal
procedures. If you are a beneficiary or an executor facing a will contest
or a dispute over how the estate is being managed, we represent individuals
in probate litigation on both sides of the fence.
Contact a Port Washington Estate Planning Lawyer Today
Are you ready to get started? As Port Washington estate planning and probate
attorneys with extensive experience and a proven track record in Nassau
County, we have the experience and credentials you would expect from a
reputable law firm.
Contact our office today to get connected with one of our Port Washington estate planning
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