Estate Planning

Estate Planning Long Island

Estate & Financial Planning Organizer
Download our Financial & Estate Planning Organizer

What is Estate Planning?

Many people think of a big house when they hear the word “estate.” Your estate actually consists of not only your home, but also any property or land that you own, trusts, bank accounts, investments, insurance and more.

Estate planning is the process of developing strategies to insure your assets are distributed according to your specific wishes. Estate planning also helps to minimize federal, state and local estate taxes that may be due as well as minimize the income taxes that are paid by the estate. If an estate plan is not in place upon your passing, the state will decide who inherits your assets. Don’t let the state decide the fate of your assets. With a proper plan in place, your estate can be passed on to the appropriate beneficiaries of your choice.

To help get you started we have created a Financial & Estate Planning Organizer. You can download a FREE copy by clicking here.

If you have any questions about estate planning, please contact us for a complimentary consultation at 631.218.0077 or via e-mail at

You can also send us a message by clicking here.

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