At Katz Law Firm, PLLC, we understand the importance of safeguarding your wealth and ensuring your family’s financial future. Located in Lawrence, NY, our firm offers estate and tax planning services tailored to meet the unique needs of each client. We help you develop a plan to protect your assets, minimize tax burdens, and ensure your loved ones are provided for in accordance with your wishes.
Our experienced attorneys are dedicated to offering clear, practical guidance that makes the often-complicated process of estate planning accessible and manageable. Whether you’re looking to establish a will or trust, manage estate taxes, or protect your business for future generations, Katz Law Firm is here to help.
When it comes to planning your estate, working with a trusted attorney is crucial. At Katz Law Firm, we provide personalized, client-centered services that prioritize your goals. We strive to protect your wealth and give you peace of mind, knowing that your legacy is in good hands.
We offer a broad range of estate and tax planning services designed to meet the specific needs of clients in Lawrence. Our goal is to help you secure your assets, minimize taxes, and ensure your legacy is preserved for your heirs.
Drafting a will or creating a trust is the foundation of any estate plan. We work closely with clients to create documents that ensure their assets are distributed according to their wishes while also addressing potential tax issues and future needs.
Effective tax planning is key to preserving your wealth. Our attorneys provide guidance on reducing your estate’s tax liabilities, ensuring that more of your assets are passed on to your beneficiaries instead of being consumed by taxes.
We help clients implement strategies to protect their wealth from creditors, lawsuits, and other financial risks. By using legal tools like trusts and business entities, we can safeguard your assets for future generations.
Business owners need a clear succession plan to ensure their business continues to thrive after their departure. We help create customized succession plans that address ownership transfer, tax considerations, and management continuity.
It’s essential to have documents in place that authorize trusted individuals to make financial and healthcare decisions on your behalf if you become incapacitated. We help draft these important documents to ensure your wishes are respected.
Managing an estate after a loved one’s death can be complex and stressful. Our attorneys offer compassionate and knowledgeable assistance to guide families through the probate process, ensuring that the estate is settled according to the law and the decedent’s wishes.
Adam Katz, founder of Katz Law Firm, PLLC, has dedicated his career to helping clients protect their assets and create lasting legacies. With over 17 years of experience in estate and tax planning, Adam works with clients to understand their needs and craft tailored legal solutions. His goal is to ensure that each client’s financial future is secure, and their wishes are carried out.
Adam’s approachable style and deep understanding of tax law make him a trusted advisor to individuals, families, and business owners throughout Lawrence and the surrounding areas.
At Katz Law Firm, PLLC, we are proud to serve the Lawrence community, offering tailored legal solutions that adapt as your life changes. Whether you’re establishing your first estate plan or need to update an existing one, we provide guidance and personalized attention to ensure your legacy is protected.
Our firm understands the unique needs of Lawrence residents, from business owners seeking succession planning to families looking to preserve wealth for future generations. We are committed to providing the legal support you need to plan for the future with confidence.
Ready to take the next step in securing your future? Contact Katz Law Firm, PLLC today to schedule a consultation. Our team of experienced attorneys is here to guide you through the estate and tax planning process, ensuring that your assets are protected and your legacy is secure.
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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Without an estate plan, your assets will be distributed according to state law, which may not reflect your wishes. Additionally, your estate may face unnecessary taxes and legal complications.
There are several legal strategies, including trusts and business structures, that can help protect your assets from creditors and lawsuits.
Strategic tax planning, such as creating trusts or making charitable gifts, can significantly reduce the tax burden on your estate, ensuring that more of your wealth is passed on to your beneficiaries.
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.
