Estate Planning: Helping to Protect Your Future

Planning an estate is a challenge and many people are not sure what they need. Most people can benefit from a will or trust, whether you are planning your retirement or purchasing your first home. If you do not set up a plan, your estate may have to pay expensive taxes and the law will govern the distribution of your assets, which may not reflect your own intentions.

Illana D. Leiser will work closely with you to create a personalized estate plan. She represents people in the five boroughs of New York City and the extended metropolitan area, including Nassau and Westchester counties.


An Attorney Who Will Listen To Your Needs

Ms. Leiser will work with you to understand your goals and what gifts you would like to leave for your loved ones and charities. She will then create a plan that carries out your wishes and protects your assets. Ms. Leiser will make the process easy for you and your family.

Ms. Leiser can help you with many estate planning matters, including:

  • Will creation and changes to a will
  • Durable power of attorney in case of mental incapacitation
  • Health care proxies and living wills
  • Revocable and irrevocable trusts
  • Charitable planning
  • Special needs trusts

Planning your estate now will help ensure that problems are avoided in the future. Errors in drafting or executing your will or trusts may result in expensive litigation after your death. The validity or meaning of your estate plan might be challenged in court. These types of errors can be costly to your estate and painful for your intended beneficiaries. On the other hand, for those with a well-planned will or trust, the probate process can move quickly and the beneficiaries will receive the full amount of their intended gifts. With Ms. Leiser's guidance, you will feel confident that your estate plan is in order so that your beneficiaries receive the gifts that you intend.

What Are Wills, Trusts And Advance Health Care Directives?

Wills, trusts and health care directives are estate planning documents that help to ensure that your wishes are clear if you become ill or pass away. In your free consultation, Ms. Leiser can determine what legal structures best accomplish your estate planning goals and answer your questions.

A will is the most common estate planning document that nearly every adult should have. A will designates a trusted party to manage your estate and clarifies who should receive what assets after death. Wills are determined as valid or "proved" during the probate court process.

A trust is a legal arrangement that allows for the smooth transfer of assets, property and other affairs, often without going through probate. A trustee is a designated party who manages the trust and has a fiduciary duty to act in the trust's best interests. A trust may complement a will but typically is not a replacement.

Advance health care directives include living wills and health care proxies. A living will informs health care professionals of your wishes regarding life-sustaining medical treatments should you be faced with a terminal illness. A health care proxy enables you to designate someone you trust to make medical decisions both big and small on your behalf, should you become incapacitated. These two legal tools help give you greater control of your health care decisions and can give your family peace of mind over your end-of-life care.

Talk To Ms. Leiser Now

Ms. Leiser offers free initial consultations to review your unique situation and to make sure she can help you in a cost-effective manner. To schedule your free consultation, call 646-883-5751 or email Ms. Leiser now.