Why Do You Need An Estate Plan?

It is responsible and proactive to plan for the future, and the decisions you make today can have a profound impact on your legacy. Estate planning can protect the wealth you have built and ensure that your family understands what will happen in the years to come.

Shivers Law Group will work with you to develop an estate plan tailored to meet your individual needs and goals. Since 2009, we have worked tirelessly to offer experienced guidance to aging people and their families on Long Island. We will ensure that your assets pass to your beneficiaries in the simplest, most cost-effective and orderly way possible.

Providing Personalized Estate Planning Guidance

“What are the necessary estate planning documents?” is a frequent question for the team at Shivers Law Group. While no two situations are exactly alike, we can sit down with you and talk about what you’d like to happen regarding you, your assets and the legacy you’d like to leave. Sometimes all that is needed is a simple will. Other situations warrant a health care directive or trust. There are other contingency options as well.

Different goals and assets require different approaches and different estate planning tools. Contact our lawyers for assistance with:

• Preparing a personalized last will and testament that details what you would like to happen and which items you would like to go to specific people
• Creating a trust to protect and preserve your assets, including a living trust, irrevocable trust, insurance trust, or another grantor and personal residence trust
• Preserving your legacy through a foundation or other charitable giving programs
• Planning for tax burdens and business succession for owners of closely held businesses
• Counseling you on estate, gift, income and generation-skipping transfer tax issues

In addition to providing for your loved ones and protecting your assets, we can also help you prepare for future illness or injury. Establishing advance directives and a living will can ensure that your loved ones know your wishes for your future medical care or end-of-life care. Estate planning can also help you prepare for long-term care, and due to the “five-year look-back,” we recommend evaluating your estate plan at the age of 60 to ensure protection from Medicaid recovery.

You can also choose someone to make decisions about your finances or health on your behalf preparing durable powers of attorney to address financial matters or medical power of attorney.

Seek Guidance During Probate And Estate Administration

After a person passes away, the executors, administrators or trustees they entrusted with the administration of their estate face a complex task. We help these people navigate the probate and estate administration process and ensure that they fulfill their responsibilities.

Unfortunately, estate administration can also come with significant obstacles. When issues arise, we advocate for our clients in will contests and other litigation involving estates, trusts and guardianships.

Now Is The Time To Start

It is never too early to create a plan to protect your interests and secure a future for your loved ones. A plan can let your family know what to do should you become incapacitated or pass in an untimely manner. A plan is especially important if you have young children and want to make it clear who should raise them.

Unfortunately, challenges may arise before your loved ones have a plan in place. In addition to helping aging people protect their legacy, our team can also help you protect vulnerable loved ones by establishing a guardianship to manage their affairs if they can no longer do so themselves.

Let Our Caring Attorneys Assist You

Shivers Law Group offers free consultations. We will listen to your concerns, let you know how we can help and what your options are.

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 mail.