Estate Planning

Estate Planning Long IslandMany people either have an outdated estate plan – or perhaps worse – have no estate plan at all. An estate plan can help ensure that someone is responsible for making fiduciary decisions on behalf of your family member impacted by autism, and can ensure that your loved one is protected and taken care of after you have passed.

Estate planning can bring up uncomfortable or taboo topics because it has to do with mortality and family issues. We feel that ensuring your wealth goes exactly where you want it to go, and achieving your goals of succession and sustainability are an extremely important piece of the financial planning puzzle.

Not only does proper estate planning preserve your legacy for many generations, but equally important it will address any concerns you may have regarding financial independence, your wealth transfer strategy, and any specific after-life wishes.