Whether just starting a family or already living in retirement, our holistic, Life Care Planning model can help you achieve lasting security and peace of mind.
Asset Protection & Trusts
Do you have income, investments, or property? If so, did you know that you may be ineligible for Medicaid or other government benefits? Are you wondering whether a trust is right to protect your or your family’s assets?
Estate Administration & Probate
Have you been named a beneficiary of a trust or a will? Has a loved one passed away without a will and you need help figuring out the next steps?
Estate Planning & Elder Law
Do you have children or elderly parents? What about a savings account or a home? If so, have you also executed an estate plan?
Estate Tax & Retirement Income Planning
Estate Tax
One of the many advantages of estate planning is minimizing your beneficiaries’ tax obligation when they receive assets from your estate.
Retirement Income Planning
Have you been thinking about your retirement?
Long Term Care Planning & Geriatric Care Management
Have you ever thought about needing care? Or how your income stream would change if you were to become disabled? How would it affect your family?
Special Needs Planning & Guardianship
Do you have a loved one with special needs? Are you worried about not being able to continue caring for them? Are you concerned about the financial pressures of meeting their needs? Are you considering a guardianship?
Contact our professional team of Attorneys, Certified Financial Planners ®, and Tax Experts today. (516) 692-2744
*Securities and advisory services are offered by Registered Representatives through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Law and Tax services are offered through Stefans Law Group and Summit Tax Advisors.
