Estate Planning - Itamar Levy and Associates, PLLC

Estate planning

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Estate Planning

At Itamar Levy & Associates, we’re experts at planning your estate or ensuring the estate of a loved one is properly settled. We know how important these matters are to you and your family. Our firm provides a full range of estate planning services to assist clients in making the most intelligent and cost-effective plans regarding wills, codicils, trusts, powers of attorney, health care proxies, living wills, and asset protection planning. Call or text Itamar Levy & Associates today at (347) 685-4510 to discuss your estate planning needs.


Estate Planning

Estate Planning Services

At Itamar Levy & Associates we understand this complex area of the law and we have strong, technical legal expertise and experience in the area of wills, trusts and estates. Our estate planning attorneys take the time to get to know you and your needs. We also communicate in a caring and responsive manner and we listen to you.

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Wills

A will, also called a “last will and testament,” can help you protect your family and your property. You can use a will to:
• leave your property to people or organizations
• name a personal guardian to care for your minor children

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Trusts

Trusts are effective estate planning tools. Some of their added benefits, which include: keeping your estate out of probate after your death, delivering clear instructions should you become incapacitated, creating a continued source of income, gifting, protecting assets and property, and improving eligibility for Medicaid.

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Power of Attorney

A power of attorney is a very important estate planning tool, but in fact there are several different kinds of powers of attorney that can be used for different purposes. Before executing this crucial document, it is important to understand what your options are.

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Health Care Proxy

Choosing who is responsible for your health care decisions is a key component of Estate Planning. At Itamar Levy & Associates, PLLC we understand this sensitive subject and provide clients with the guidance they need to make the best decisions they can.

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Estate and Probate Administration

When you pass a way, in the midst of grieving your loved ones will also have to think about unsettled issues related to your estate. The legal process during your estate will be settled and distributed is known as probate.

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