Bohemia Estate Planning Attorney
Serving the Bohemia community and surrounding areas throughout New York, we are deeply committed to local families and businesses. Every client’s circumstances are unique, and we prioritize understanding your specific needs. We carefully listen, evaluate, and craft solutions tailored to your values, objectives, and long-term vision. From future planning and asset protection to managing complex legal challenges, our team blends deep expertise with a personalized approach, delivering guidance that is practical, thoughtful, and aligned with what matters most to you.
Bohemia Office Details
Address: 80 Orville Dr # 100, Bohemia, NY 11716
Phone: (415) 936-0537
Services We Offer
We work closely with clients to identify and achieve their goals, from transferring family wealth to preserving family businesses, all while minimizing administrative costs and taxes.
We guide clients through all stages of their business growth, from start-up and early-stage businesses into middle market and, finally, into succession planning and exit strategies.
We assist families with administering trusts after the death of a loved one. Every trust administration is unique and we adapt our representation to the level of assistance needed.
Client Testimonials
Frequently Asked Questions
When Should You Update Your Estate Plan?
You should look at your plan every five or so years, or when you have a big life change, such as birth of a new child or death of a family member.
How Old Do You Need to Be to Have an Estate Plan?
Everyone needs estate planning, no matter their age, and everyone age 18 or older needs his or her own estate plan.
Is an Estate Plan Necessary for Every Married Couple?
A trust-based estate plan is necessary for all married people because we always want to avoid the court system to make things as easy as possible. We need a seamless transfer of power and a seamless transfer of assets when someone becomes incapacitated or dies.
Meet Our Bohemia Estate Planning Team
Serving clients in Bohemia, NY and surrounding areas, you’ll work closely with our dedicated team of experienced estate planning professionals. Some of those team members could include:
