Why You Need Estate Planning
It is responsible and proactive to plan now for the future. Estate planning can also ensure that your family understands what will happen in the years to come.
“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.
Get The Personal Planning Help You Need
Contact our lawyers for assistance with:
- Wills – We can work with you to prepare 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.
- Trusts – Different goals and assets require different approaches. Let us work together to create a living trust, irrevocable trust, insurance trust, or another grantor and personal residence trust.
- Health care proxies that let people know your wishes, such as medical power of attorney and advance directives.
- Living wills, which tell people what your wishes are for end-of-life care.
- Establishing a guardianship so that you can take care of a family member.
- Durable powers of attorney – We can prepare durable powers of attorney for financial matters.
- Probate and estate administration guidance and counsel.
- Establishing a foundation or other charitable giving programs.
- Sophisticated tax and succession planning for owners of closely held businesses.
- To prepare a family limited partnership or limited liability company.
- Counsel you on estate, gift, income and generation-skipping transfer tax issues.
- Advocate in will contests and other litigation involving estates, trusts and guardianships.
- Represent fiduciaries in the administration of estates and trusts.
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.
- Due to the “five-year look-back,” we recommend evaluating your estate plan at the age of 60 to ensure protection from Medicaid recovery.
Shivers Law Group will work with you to develop an estate plan tailored to meet your individual needs and goals. We will ensure that your assets pass to your beneficiaries in the simplest, most cost-effective and orderly way possible.
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 email.