WEBEL LAW, PLLC
535 Fifth Avenue, Floor 4
New York, New York 10017
(646) 373-1055
ESTATE PLANNING
WHAT IS ESTATE PLANNING?
Estate Planning is the process of our attorneys learning about your assets and goals. Together, we develop a plan that you approve, we draft the documents,
and then you execute them with us. Those documents implement your wishes upon your death by protecting, distributing, and managing your assets, naming guardians
of your minor children, if any, and directing the rest. Some Estate Plans are very complex, and others are straightforward. The complexity of your plan depends
on your goals for avoiding taxes, how you want your assets held or distributed, and other considerations for U.S. and state laws. It may also include documents
that allow you to direct your health decisions and financial decisions if you cannot communicate or make your decisions.
Attorneys in our office know federal and state tax laws, state laws on the distribution of various assets, and state laws on health care decision-making. We will listen
to your goals, educate you on the options available, discuss your unique situation and decisions, and execute documents that give you peace of mind, knowing that your
wishes will be fulfilled when the time comes.
WHO NEEDS AN ESTATE PLAN?
Anyone 18 or older with assets, minor children, or pets. That's you unless you want your state's laws to control the selling of your assets and spending your
money. That's you if you want to control who cares for your minor children. That's you if you want a say in administering your pain medication, when to pull the
plug on your respirator, or when your feeding will be stopped. If you don't plan, your state will make these decisions for you.
ESTATE PLANNING GOALS
Avoid Probate
Plan Charitable Gifts
Create a Family Partnership
Create a Foundation
Distribute Assets
Fund a Trust
Name Guardians
Nominate a Financial Decision-maker
Nominate Estate Administrator
Nominate Health Care Decision-maker
Plan a Business's Succession
Protect Assets
Provide for a Disabled Loved One
Provide for Family Members
Reduce Tax Consequences
Secure Government Benefits Eligibility
State Advanced Directives
WHY PLAN?
You've accumulated wealth After years of hard work and smart decision-making. That wealth needs
protecting. Estate planning is safeguarding assets you've earned to provide
a better future for yourself and your loved ones. Depending on your goals, you may want a plan that secures your future in
security from potential lawsuits, retirement, incapacity, or another life-changing event.
You may want to plan your
eventual business or asset transition to your loved ones or others to both save money and ensure a smooth
transfer and a steady continuation of the business. A rock-solid Estate Plan both expresses your love and
finalizes your legacy.
As every person is different, every Estate Plan is different. We take time to understand your assets, business, and goals
to recommend options for an Estate Plan that meets your goals and needs. We advise you in decisions
you have to think through and inform yourself of the options available so that you can make the best choices to satisfy your goals.
Attorneys at our firm have significant experience confidentially advising families on the opportunities available to maximize the
transfer of assets to their loved ones while minimizing taxes. After learning about you, your family, and your concerns, we can advise you of
how different options can achieve the goals of
you, your family, and your business associates. Whether it is preserving your assets, avoiding taxes, providing for your family,
or other goals, we can counsel you in a bespoke Estate Plan that can be reviewed regularly as lives and goals change.
