PLANNING FOR A BETTER FUTURE.
Life can be complicated and confusing, especially when a family member dies or becomes incapacitated. It is even more burdensome when loved ones have to guess about what to do. When you have a plan, your family has clarity instead of anxiety and you will have the peace of mind to know that you provided them with the road map to protect and distribute your assets as carefully as you accumulated them and to further your legacy.
We understand that sometimes things happen and you may find yourself in a crisis situation that you did not plan for. Our knowledge and experience is at your disposal whether you need documents drafted, assets transferred or matters litigated. We are here to help.
Our Promise to You
At Benjamin Katz, Esq. P.C., we will skillfully help individuals and families make decisions now so that loved ones won’t have to guess later and will help you through any crisis that presents itself. We treat every client with patience, compassion, honesty and respect.
Let’s plan today for your family’s tomorrow!
Practice Areas
What Clients Are Saying
Very Professional
“We had a really messy situation that took too long and we turned to Benjamin to help us get out of it. Benjamin was very professional, he advised us throughout the process, while being very responsive to every request or question. We followed his– – – S. O.
“Perhaps the best professional testament to Ben I can provide is that, while I am a practicing lawyer myself in a law firm with over 100 lawyers, when I needed a lawyer to handle my personal real estate transactions, I did not represent myself or engage one of my co-workers; I hired Ben. Those transactions went exactly how all real estate transactions should go — as Ben advised me they would, smoothly and without incident or issue.”
– – – Gregory C.
“If you want someone that will put it all on the line for you. This is your guy.”
– – – Brian N.
Estate Planning Packages We Offer
Will Plan
Includes:
Wills
Health Care Proxy
Living Will
Durable Power of Attorney
Statutory Gift Rider
HIPAA Authorization
Guardian Designations for Minors and Pets
Trust Plan
Includes:
Pour-over Wills
Health Care Proxy
Living Will
Durable Power of Attorney
Statutory Gift Rider
HIPAA Authorization
Guardian Designations for Minors and Pets
Medicaid Plan
Includes:
Pre-Planning
or
Crisis Planning
- Income & Resource Analysis
- Goal Analysis
- Roadmap to Qualification
- Asset Transfers
- Asset Protection Trusts
- Pooled Income Trusts
Free Consultation Request
Recent Blog Posts
The Child Caregiver Exception
Family members that anticipate that a parent may someday need nursing home care should consider long-term care planning and the need to apply for Medicaid to pay for that care. Medicaid rules will normally prevent someone who has significant assets (more than $15,750 in 2020) from qualifying for benefits to pay for a nursing home [...]
The Durable Power of Attorney: Medicaid Planning Tool
Betty Jones, a 75 year old suffering Alzheimer’s, was recently hospitalized after a fall. She broke her hip and is no longer capable, either physically or mentally, of taking care of herself or her finances. Medicare has covered most of her hospitalization and medical bills but there is a balance of a few thousand dollars [...]
Long Term Care Insurance: A Primer
Long Term Care Insurance is on my Top 5 list of estate planning tools along with a Will or Trust, Power of Attorney, Health Care Proxy and Life Insurance. I wrote this article in an attempt to demystify this vital estate planning tool for clients and the public. What is it? Long-term care insurance (LTC [...]