Estate Planning

Plan for the inevitable

If all of life is about making choices, there are few areas where the choices are as stark as estate planning. Simply put: you can make the tough decisions, or have them made for you. We believe the former is always preferable.

Estate planning is the process of planning the accumulation, conservation and distribution of an estate in the manner that most efficiently and effectively accomplishes your personal tax and nontax objectives. All estates are planned in some way: some by the government, some by the individual. Advance planning allows you to take control and plan your estate in the manner that best accomplishes your wishes.

Our founder, Gayle Lob, is a member and former Director of the Estate Planning Council of Westchester County. Utilizing her experience in the multi-faceted process of family planning, inter-generational wealth transfer, and asset protection, we can help build an estate plan that is coordinated with your retirement plan and family protection goals. We will work with your other professionals to ensure all aspects of your plan are optimal.

Because many of our clients are second and third generation, we are sensitive to the needs of parents and children, grandparents, and grandchildren.*

  • Do you have an up-to-date will?
  • Are your beneficiaries current?
  • Have you designated guardians for your minor or special needs children?
  • Have you created Health Care Directives?
  • Have you constructed a plan to reduce death and inheritance taxes?
  • Do you have a plan to minimize or eliminate the expense and lengthy legal process of probate?

(*) LPL Registered Representatives are not engaged in rendering legal, accounting or tax advice. The reader is advised to engage the services of a competent professional for outside services.

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