Estate Planning

Competent and well thought out estate planning isn't just for the wealthy. You don't need to own a massive estate to benefit from a sound financial plan or to realize some of the advantages that were once reserved for the richest Americans.

You should understand the steps involved in proper estate planning, ways to avoid having the Probate Court decide how to distribute your estate and ways to lower the estate taxes your family may be liable to pay within 9 months after you die.

I can assist you with matters such as wills; revocable trusts (living trusts);life insurance trusts; medicaid trusts and other structures and plans to meet your family's unique objectives.

Contrary to popular belief, estate planning does not only provide protection after you die. It also looks at situations when you become incompetent or incapacitated and not able to fully communicate your preferences and wishes. All of our estate plans include ancillary documents, such as a financial durable power of attorney and a health care directive to help you in these instances.

I encourage you to contact me for a review of your estate planning needs and for additional information on  how I can help you chart your financial future. Don't put off this very important step to protect your loved one's and your hard earned estate.

For a free initial consultation, please call Bill Reinhardt at 718-377-8880 or e-mail me at