Estate Planning
144 South Country Road, Bellport, N.Y. 11713

(Phone)631-238-5454   (Fax) 631-238-5459

 

 

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OVERVIEW: In today’s society, a properly structured estate plan is more than just a plan to avoid probate. An estate plan is now used to preserve wealth while a person is alive, prevent lawsuits, provide privacy for the owners of the plan, reduce taxes and lastly to avoid probate. All of these seemingly difficult tasks are accomplished in one structure.
 

Make it easier for your wishes to be carried out

Money aside, consider how difficult it may be for your heirs and executor to carry out your wishes. Will everybody get what he or she deserves — with a minimum of expense? Will the business be able to continue? Will your children be protected? We can help you create an estate planning strategy that is flexible and cost effective, and meets both personal and business needs.

 

» A Family Limited Partnership commonly called a FLP (as the “Limited Partner”).
» A Living Trust (to hold the family home and personal checking/saving accounts).
» A Real Estate Privacy Trust (to hold all real estate other than the family home).
» A NY “Nominee” corporation (as the “General Partner”).
» A Limited Liability Company or a “foreign Filed” corporation (to operate any home state businesses and or to manage home state real estate).

 

 

Securities Offered Through North Ridge Securities Corp.

  FINRA/SIPC 1895 Walt Whitman Road  Melville, NY 11747 (631)420-4242

Members, FINRA/SIPC

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