Protecting Your Assets, Providing for Your Family
A well-crafted estate plan can provide many benefits. An estate plan can preserve assets. It can help you provide for your family's needs after you are gone. It can give you peace of mind and the satisfaction of knowing that you have done all you can for your family.
At the Law Office of Roy A. List, we have been helping people in Nassau County and Long Island make sound estate planning decisions for more than thirty years. We take an integrated approach to these tasks — putting in place legal vehicles that can protect assets, minimize taxes and achieve other goals.
For more information and a free consultation with an attorney, contact our firm.
Helping You Make Sound Estate Planning Decisions
To create your estate plan, your attorney will learn about your family situation, your finances and your goals. We will explore your values and your hopes for the future. Then we will create an overall plan that can help you achieve your goals. Depending on your particular situation, the elements of this plan can include:
- A will
- A health care proxy
- A living will (also known as a health care directive or advance directive)
- A Power of Attorney
- One or more trusts
- And other legal vehicles
As your life and financial situation change, we can update your estate plan by amending documents or adding new elements.
Customized Estate Planning Services
Our firm has extensive experience in complex estate planning methods involving the minimization of taxes, ownership of family-owned business, real estate and other matters. We can draw upon this experience to help you develop and implement a plan customized to meet your particular needs.
The Law Office of Roy A. List does not rely on standard forms to create a will or other estate planning elements. Instead, we focus on your particular situation and needs to create the plan that is right for you. During the estate planning process and long after, you will have the comfort of knowing that you have made the right decisions for yourself and for your family.
Free Consultation With a Lawyer
Contact us to schedule a free initial consultation with the Law Office of Roy A. List. Located in Hicksville, New York, we serve clients throughout Long Island.
