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Planning an Estate in Long Island, NY

Benefit from 60+ Years of Experience with Steven M. Adler Long Island estate planning attorney

Are you interested in planning for your future and the future of your loved ones? A comprehensive estate plan can address your possible healthcare and financial needs and provide for your family through the protection and proper distribution of your assets as well as the selection of a guardian for your minor children.

Why Call Our Estate Planning Lawyers?

  • We're Backed by 5-Star Client Reviews
  • We Provide Compassionate Legal Counsel
  • We Remain in Contact with Clients so They're Never Left in the Dark
  • No Surprises: Most Legal Work Is Charged on a Flat-Fee Basis That's Agreed to Upfront

Creating an estate plan now can help you provide for your loved ones in the future and ensure that your assets are distributed to the heirs you choose.

As your Long Island estate attorney, we will educate you, take the time to get to know you, your family, your concerns, your goals, and your issues and we will gladly and patiently answer all your questions to produce an estate plan that is right for you. Most families have made one of 6 common mistakes when choosing an estate planning attorney. We have developed our practice to ensure that this will not happen to you. The Law Offices of Steven M. Adler, PLLC is experienced in helping clients draft comprehensive estate plans as well as guiding individuals through the probate process after their loved ones have passed away.

Our proven Long Island estate attorneys can assist you in cases involving the following legal matters:

Advance Directives
Although it may be difficult to discuss what type of medical care you would like to receive in the future, it is important to do so. We can help you secure the best healthcare options through a comprehensive estate plan that includes a Power-of-Attorney, a Living Will and a Health Care Proxy.

Asset Protection
Did you know that if you begin early enough, it is possible to safeguard your assets from future lawsuit settlements and creditors? We can help you protect your assets through a variety of methods including investing in exempt property and placing real estate property in trusts.

Change of Beneficiary
Beneficiary designations are critical to the estate planning process, especially since they often control a large portion of a client's wealth. In this page, we explain why it is necessary to keep beneficiary designations up-to-date and we explain what circumstances trigger a review of your beneficiaries.

Digital Asset Planning
Do you have social media or online banking accounts? Our firm can help you protect your privacy as well as the safety of your loved ones through the process of digital asset planning, an important part of modern estate planning.

Elder Law
We understand that elder law issues can be sensitive and difficult to plan for, but we can help you protect your rights and plan for your future. Your healthcare needs are particularly important and we can help you prepare with advance directives and Medicaid planning.

Estate Planning FAQ
Since our clients frequently ask us questions about estate planning, we have created an Estate Planning FAQ page in order to provide some answers to these common questions. Please feel free to read our FAQ page and for further information, you can contact our firm directly to learn more.

Estate Taxes
If you have a large estate, you may want to consider estate planning sooner rather than later. If your estate is worth over $1 million, we can advise you on the best way to avoid the progressive New York State estate tax and if your estate exceeds $5.25 million, it is essential to plan ahead. The estate tax savings can be staggering.

FAQs: Wills
In this page, we answer frequently asked questions about wills. To learn more about the importance of wills and what they can and cannot do, we encourage you to continue reading.

You may be able to protect your loved ones and their assets through the selection of a guardian. In the state of New York, the guardianship of an incapacitated person is created through Article 81 of the NYS Mental Hygiene Law. Additionally, the law provides for minors through Article 17 of the Surrogate's Court Procedure and for developmentally disabled people through Article 17A of the Surrogate's Court Procedure.

Kids Protection Plan
For those who have families with young children, it is essential that provisions are made in case something should happen. Don't just plan for the future of your assets. Make sure that your children's safety is protected by creating a Kids Protection Plan. This will allow you to name a guardian for them, rather than letting a court do so.

Last Will & Testament
A last will & testament, otherwise known as a "will," allows you to name an executor of your estate, it enables you to appoint a guardian for minor children, and it allows you to be in control of who gets what property and when.

Living Wills
Living wills are important estate planning documents that allow you to decide in advance what types of life-sustaining medical procedures you do not want. This document is ideal for individuals who object to receiving certain procedures that would only prolong the dying process.

One important estate planning tool is the trust, which can be either irrevocable or revocable and can be created while you are alive or upon your death. A properly created trust may provide you with asset protection, estate tax savings and even control how and when your assets are distributed to your heirs. Our skilled attorneys can review your unique situation and help you decide if a trust – or even multiple trusts – is right for your needs.

Almost every adult in the state of New York should have a valid will. A will is a legal document that can select and executor to settle an estate and determine how property will be distributed to heirs and beneficiaries. Additionally, it can name a guardian for minor children.

Your Estate Planning and Probate Lawyer for Life

The Law Offices of Steven M. Adler, PLLC has the skill and knowledge needed to meet your estate planning and probate needs. With over 60 years of experience, our firm has an extensive understanding of the law as well as the financial matters of estate planning and probate. We are a boutique firm with a client-centered approach. Our attorneys personally work with each client to help them build a comprehensive estate plan or walk them through the probate process.

Call (516) 740-1184 Now!

Contact us to learn more about your legal options and the benefits of obtaining the legal services of a Long Island estate planning attorney.