Estate Planning

Plan for today. Protect Tomorrow.

Wills, trusts, powers of attorney and health care proxies, prepared with personal attention.

A family sitting together on a dock at sunset

Life can change in a second.

The hardest conversation isn't the one about planning for the unexpected. It's the conversation your family is forced to have when you haven't.

If there's one thing I've learned in more than 30 years of practicing law, it's that none of us knows what tomorrow will bring. Throughout my career I've helped people and families navigate some of life's most unexpected and difficult moments, and I've seen how quickly circumstances can change.

  • What if something happens to me?
  • Who would make decisions if I couldn't?
  • Would my family know what I wanted?
  • What would happen to my home, my savings, or everything I've worked so hard to build?

Most of us push the what-if questions aside. We're busy raising families, working, building businesses. We tell ourselves we'll get around to it someday. But without proper planning, the people you love may be left making important decisions without knowing your wishes, facing court proceedings, legal expenses and delays at the very moment they need access most.

It doesn't have to be that way. You can choose now who will speak for you if you cannot, decide how your assets will be managed and passed on, and give the people you love something invaluable: answers, direction and peace of mind.

After spending most of my career helping people after the unexpected happens, I also help individuals and families prepare before it does.

Lucille A. Anzalone, Esq.

It's not just for the wealthy.

You don't need a large estate to need a plan. You just need people or things in your life that matter to you. Estate planning is worth understanding if you:

  • Own Real Estate or property
  • Have children or grandchildren
  • Run a business
  • Have retirement or savings accounts
  • Want someone you trust to decide for you if you can't

Did you know?

A will does not keep your estate out of probate.

A will is an important document, but after death it must go through the court process, which can be time-consuming, public and costly.

A trust can help avoid court involvement.

A properly structured trust can help certain families avoid probate, preserve privacy and simplify the administration of assets for your loved ones.

Revocable and irrevocable trusts do different things.

A revocable trust lets you keep control and make changes during your lifetime. An irrevocable trust generally cannot be changed once established, but may offer asset protection and tax advantages depending on your situation.

Your planning journey

A clear, organized process from start to finish.

  1. Consultation and plan design

    We discuss your family, assets, concerns and goals, and help you choose the plan that best fits your needs.

  2. Gather information

    You provide any necessary information so we can prepare your documents accurately.

  3. Document review and signing

    We review your documents together, answer your questions and properly sign your plan.

  4. Implementation and ongoing support

    If your plan includes a trust, we guide you through funding it and provide ongoing support and future reviews as your life evolves.

Family Wealth Plans

Three levels of protection, suited to your needs and goals. We'll help you choose during your Discovery Session.

Level one

Family Plan

For the family who wants

  • To guarantee their minor children are well cared for no matter what
  • Their health care wishes turned into directives
  • Their loved ones to have access to their assets if they become incapacitated

Outcomes

  • A will, health care directives and powers of attorney so you know you are well taken care of if anything happens
  • A Kids Protection Plan to ensure your children are always raised by the people you want, and never by the authorities
  • May include post-death trust planning to protect assets for your loved ones
Level two

Trust Plan

For the family who wants

  • Total assurance that family wealth will transfer to heirs with the most ease and convenience, in the privacy of our office, without court involvement

Clients choosing the Trust Plan may also opt to protect their beneficiaries' inheritance from lawsuits, spouses and estate taxes.


Outcomes

  • Peace of mind knowing we are here to guide you during life and care for your family later
  • Keeps loved ones out of court, keeps your affairs private and ensures your family can turn to us when necessary
  • All asset transfers handled by us, with unlimited guidance and support
  • A Kids Protection Plan is included if you have minor children
Level three

Wealth Plan

For the family who wants

  • Everything in the Trust Plan
  • The comfort of knowing asset transfers have been taken care of by our office

Perfect for busy families who want the least amount of personal effort and the greatest amount of convenience and care. We do it all for you.


Outcomes

  • All components of the Trust Plan, plus we analyze how each of your assets is titled and handle all asset transfers for your family
  • A Family Wealth Inventory, complete with all bank, brokerage, insurance and retirement account documents to transfer title and change beneficiaries

Complimentary Legacy Interview

An optional audio or video keepsake to preserve your stories, values and life lessons for future generations.

Complimentary reviews every three years

Families change. Assets change. Your wishes may change too. We revisit your plan every three years to keep it current, effective and aligned with your life.

Let's have a conversation. On me.

A complimentary Estate Planning Discovery Session helps you understand your options and decide what kind of planning fits your circumstances. A full consultation ordinarily takes about two hours; a short questionnaire and some simple homework in advance make our time together focused and productive.

The session is offered at no charge provided the advance preparation is completed and you honor your scheduled appointment.

There is no obligation to move forward with any legal services.

Call 718-529-8200

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