At Katz Law Firm, PLLC, we understand that securing your financial future and protecting your assets is a priority. Based in Hewlett Harbor, NY, our estate and tax planning services are designed to help you preserve your wealth, minimize tax liabilities, and ensure that your loved ones are provided for according to your wishes.
Whether you’re creating a will, trust, or developing a tax strategy, our experienced attorneys provide personalized solutions to meet your unique needs. With over a decade of experience, Katz Law Firm is dedicated to making the estate planning process as simple and effective as possible, giving you peace of mind that your legacy will be protected.
Choosing Katz Law Firm means choosing a team of skilled professionals who are focused on your goals. We take a client-first approach to estate and tax planning, ensuring that your financial future is secure through thoughtful and strategic planning.
We offer a broad range of estate and tax planning services, all designed to give you peace of mind about your financial future. From minimizing taxes to protecting assets, our goal is to ensure that your estate plan is comprehensive and effective.
Wills and trusts are essential tools in any estate plan. We help clients create wills and trusts that ensure their assets are distributed according to their wishes while also addressing potential tax implications.
Minimizing your estate’s tax burden is a key component of effective estate planning. Our attorneys provide advice on tax planning strategies that reduce estate, gift, and income taxes, ensuring that your beneficiaries receive the maximum benefit from your estate.
Our asset protection services focus on shielding your wealth from potential risks, including lawsuits and creditors. We implement legal strategies such as trusts and other structures to ensure your assets are preserved for future generations.
Business owners need a well-thought-out succession plan to ensure the future of their company. We help you create a plan that addresses the transition of ownership, management, and tax considerations, ensuring that your business continues to thrive.
Having powers of attorney and healthcare directives in place ensures that trusted individuals will make financial and medical decisions on your behalf if you are unable to do so. We help draft these documents to ensure your wishes are respected.
Our attorneys provide guidance through the probate process, helping families manage the legal complexities of settling a loved one’s estate. We ensure that the estate is administered smoothly and in accordance with the law.
Adam Katz, the founder of Katz Law Firm, PLLC, has over 17 years of experience in estate and tax planning. Adam is dedicated to providing clear, personalized legal solutions that help clients in Hewlett Harbor protect their assets and plan for the future. His hands-on approach and extensive knowledge of estate law make him a trusted advisor to individuals, families, and business owners.
Adam believes that estate planning is more than just drafting documents—it’s about building lasting relationships with clients and ensuring their peace of mind.
At Katz Law Firm, PLLC, we are proud to serve the Hewlett Harbor community and provide tailored estate and tax planning solutions that reflect your unique needs.
We understand the importance of preserving your wealth and ensuring your legacy is passed on to your loved ones. Whether you are a business owner looking to protect your company’s future or a family wanting to safeguard assets, we offer the legal guidance and support you need to plan with confidence.
Ready to secure your financial future? Contact Katz Law Firm, PLLC today to schedule a consultation. Our experienced attorneys are here to help you create a comprehensive estate and tax plan that protects your assets and ensures your legacy.
As Your Life Changes, So Should Your Estate Plan. Our Flexible Solutions Adapt To Your Unique Needs, Providing Ongoing Peace Of Mind.
Crafting a lasting legacy that reflects your values and aspirations starts with a purpose-driven plan.
Start your journey with a personal consultation to discuss your estate planning needs and questions.
Define your legacy with clear goals for asset distribution, family protection, and wealth preservation.
Craft a tailored estate plan that aligns with your objectives and provides legal protection for your assets.
Finalize a secure, comprehensive plan for future certainty and peace of mind for you and your loved ones.
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A will takes effect after your death and directs how your assets will be distributed. A trust, on the other hand, can take effect during your lifetime and offers more flexibility in managing your assets.
Strategic tax planning, such as gifting, creating trusts, and charitable donations, can help reduce the amount of taxes owed on your estate.
Without an estate plan, your assets may be distributed according to state law, which might not align with your wishes. You also risk your estate facing higher taxes and legal complications.
Our lead estate planning attorney, Adam Katz, is passionate about helping families and individuals navigate the complex world of estate planning with compassion and a personal touch.
With more than 17 years of experience in estate planning and probate law, Adam Katz has helped countless clients achieve peace of mind by crafting comprehensive plans tailored to their unique needs and goals. He takes the time to listen to your concerns, explain your options in plain language, and guide you through every step of the process.
Adam Katz believes that estate planning should be an empowering experience, not a daunting one. He is committed to building long- lasting relationships with clients, ensuring that your plan evolves as your life changes. Whether you’re just starting your estate planning journey or need to update an existing plan, Adam Katz is here to provide the knowledgeable guidance and support you deserve.
At Katz Law Firm, we understand that estate planning is not just about drafting documents; it’s about building relationships and creating a lasting impact.
