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
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Estate Planning Basics
FREE Report Reveals the Steps You Should be Taking Right Now to Protect Your Home and Savings from Creditors, Lawsuits, Excessive Taxes, and Seemingly Endless Long-Term Care Costs.
Understanding Medicaid
FREE Report Reveals the Steps You Should be Taking Right Now to Protect Your Hard-Earned Savings and Provide the Best Possible Care for Your Loved One.
Introduction to Probate
If You Are Faced With the Prospect of Probating a Loved One’s Estate, Chances Are You Have Plenty of Questions. This Free Report Has the Answers
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
What Does It Mean to Say an Executor or Trustee Is a Fiduciary?
A fiduciary is an entity who has the legal obligation and power to act on behalf of someone else in situations that require loyalty and trust. There are many different roles in the process of your estate after you've passed away as well as roles that can impact things during your life that involve fiduciaries. [...]
Changes to Power of Attorney Requirements in NY Coming June 2021
New legislation was signed at the end of 2020 that makes it easier for consumers to create and use a power of attorney document. Powers of attorney allow you to appoint someone to make decisions on your behalf if you become incapacitated. Most people use two POAs: one for financial affairs and one for medical [...]
Yes, as a Married Couple You Need an Estate Plan
Although it is certainly true that in most situations your estate assets will go to a spouse when you pass away, you may not understand the full implications of this and it is very important to have an estate plan created even as a married couple. If you pass away without an estate plan, the [...]