Why Do You Need Estate Planning?

As you age, it is responsible, proactive and, most of all, just plain smart to start planning for your needs and your assets as you get older.

At the Law Offices of Valerie A. Shivers, people frequently ask us, "What are the necessary estate planning documents?" No one's situation is exactly the same, but we can help you determine the right tools for your desired goals.

Contact our lawyers for assistance with:

  • Wills and trusts — Preparation of personalized estate planning documentation such as wills, revocable living trusts, irrevocable trusts, insurance trusts, and various grantor and personal residence trusts
  • Health care proxies (medical power of attorney, advanced directives)
  • Living wills
  • Establishing a guardianship
  • Durable powers of attorney — Preparation of durable powers of attorney for financial matters
  • Probate and estate administration
  • Establishing foundations and other charitable giving programs
  • Sophisticated tax and succession planning for owners of closely held businesses
  • Preparing family limited partnerships and limited liability companies
  • Counseling on estate, gift, income and generation-skipping transfer tax issues
  • Advocating in will contests and other litigation involving estates, trusts and guardianships
  • Representing fiduciaries in the administration of estates and trusts

When Should I Start?

It is never too early to create a plan to protect your interests and your loved ones should you become incapacitated or pass in an untimely manner, especially if you have young children.

Due to the five-year look-back, we recommend evaluating your estate plan at the age of 60 to ensure protection from Medicaid recovery.

The Law Offices of Valerie A. Shivers will work with you to develop an estate plan tailored to meet your individual needs. We will ensure that your assets pass to your beneficiaries in the simplest, most cost-effective and orderly way possible.

Find Out How Our Caring Attorneys Can Assist You

The Law Offices of Valerie A. Shivers offers free consultations.

We have two office locations in New York to serve you: Garden City and Sayville. Our attorneys will make home, hospital or nursing home visits at no extra charge if needed. Call 631-438-1965 or send an email.