Estate Planning: Wills and Taxes - Makofsky & Associates, P.C.

Estate Planning: Protect Your Estate from Taxes

You have worked your entire life to build your estate. By taking a few simple steps today, you can make sure that your assets are properly passed to your heirs. By protecting your estate from taxes, when possible, you can maximize the benefit to the people and causes you care about most. If you have any questions about you or a loved one’s New York estate, you should contact a New York Certified Elder Law Attorney before it is too late.

Avoiding Taxes to Preserve Your Estate

Without proper estate planning, taxes could potentially reduce the size of your estate. We may be able to help clients protect their estates from state and federal estate tax, gift tax, capital gains tax and more. We do this using a number of asset protection strategies, many involve revocable and irrevocable trusts such as:

Credit shelter trusts/bypass trusts/disclaimer trusts

  • Life insurance trusts
  • Qualified personal residence trusts
  • Gifting program.

 

While you are doing your estate planning, we can do additional planning, including disability planning and Medicaid planning, to make sure you are prepared in the event that you do need long-term care in the future. We help you with this planning while you are still healthy and before long-term care planning is a concern, so that everything is in place if and when you need it.

Makofsky Law Group, P.C. has more than 20 years of experience helping clients prepare for the future. We will spend time with you to learn about your unique circumstances and craft an estate planning strategy that effectively meets your goals.

Schedule an appointment to discuss estate planning with one of our attorneys, call (516) 228-6522 or contact us online.

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*Certified by the National Elder Law Foundation.

The National Elder Law Foundation is not affiliated with any governmental authority. Certification is not a requirement for the practice of law in the State of New York and does not necessarily indicate greater competence than other attorneys experienced in this field of law.

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PHONE: (516) 228-6522
FAX: (516) 228-6525

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LOCATED IN GARDEN CITY, NEW YORK, MAKOFSKY LAW GROUP, P.C. (formerly Makofsky & Associates, P.C. formerly Raskin & Makofsky, LLP) HAS SERVED CLIENTS IN AREAS INCLUDING LONG ISLAND, NEW YORK CITY, MANHATTAN, QUEENS, BROOKLYN, BRONX, WHITE PLAINS, MINEOLA, HEMPSTEAD, LEVITTOWN, MASSAPEQUA, BETHPAGE, SYOSSET, OYSTER BAY, GLEN COVE, PORT WASHINGTON, MANHASSET, GREAT NECK, WOODMERE, VALLEY STREAM, ELMONT, FLORAL PARK, FLUSHING, KEW GARDENS AND FOREST HILLS, NEW HYDE PARK, EAST MEADOW, PLAINVIEW, Merrick, Westbury, Long Beach, Oceanside, Franklin Square, Huntington and Rockville Centre.

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Attorney Advertising: Information contained in this website may be considered attorney advertising. The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.

*Certified as an Elder Law Attorney by the National Elder Law Foundation as approved by the American Bar Association. Certification is not required for the practice of law in the State of New York.