There is an affordable Estate Plan waiting for you!

Take control of your future TODAY.

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Planning ahead is essential to ensure your wishes are honored.

Without a comprehensive estate plan, the state of New York

will determine the distribution of your property and

make critical decisions regarding the care of your children, assets, and even your pets.

CLICK HERE FOR A FREE 30-MINUTE PRESENTATION – Learn the basics and see the value of estate planning.

An Estate Plan is Accessible and Within Your Budget

CLSG offers a comprehensive planning menu and our “Pay As We Progress” option.

The bottom line is, I want you to have access to estate planning!

WILLS

A simple, expedient, and affordable way to ensure you, not the State law, decides who gets what.

A WILL is a legal document that defines how one’s affairs are handled, and how assets are to be distributed after their death.

A trust is an arrangement whereby a trustmaker, gives a trustee the right to define the management of the assets, distributions to designated beneficiaries, and the ultimate disposition of the assets.

PRENUPS and POSTNUPS

Establishing pre- or post-marital agreements is a wise choice to divide assets while the relationship is amicable and loving.

It’s a proactive step towards ensuring a fair division, safeguarding both parties’ interests.

POWERS OF ATTORNEY

POAs ensure that if you’re ever unable to make decisions for yourself, someone you trust will be able to step in and manage your affairs according to your wishes should you become injured or incapacitated.

DEED TRANSFERS

MEDICAL CARE DOCUMENTS

Have someone you trust step in to make your medical treatment/care, end of life, and financial decisions according to your wishes should you become ill, injured, or incapacitated.

Pricing & A La Carte Legal Menu

We can do one, or some, of the above…

or anything else you need legal assistance or advice with.

Change the name(s) on your property

deed. Add or remove.

Available Estate Planning & Legal Services

Our comprehensive menu of professional estate planning and other legal services

caters to clientele with diverse needs, desires, and asset portfolios.

There is no portfolio too big or too small – we will plan for all.

Reasons to Create a Will

A WILL is the least expensive and most efficient choice to quickly establish a plan and protect yourself, your family, and your hard-earned assets.
YOU appoint your choice of executor – otherwise the court chooses.
YOU provide survivors with guidance for handling your estate.
A WILL lessens the possibility of family disputes.
- A WILL provides clear instructions.
- Can use “no contest clauses.”
A WILL includes instructions for and names guardians of minor children.
A WILL can include directions for a funeral/burial.
You can revise your WILL as often as you want.

Reasons to Create a Trust

TRUSTS avoid the costs and public process of probate.
- TRUSTS have a greater up front cost, but you pay less later by avoiding the duration and cost of the probate process.
TRUSTS provide immediate access to assets, income, and principal by the beneficiaries.
TRUSTS offer seamless protection against incapacity of grantors and beneficiaries.
TRUSTS provide an easy succession of trustees.
TRUSTS provide privacy during situations where the State requires the filing of an inventory of assets.
Certain types of trusts can provide limited protection from creditors, former spouses, and lawsuits.

Already Have an Estate Plan — Is it time to update??

CLSG CAN HELP!