$495.00 Living Trust Estate Plans
Our founder, Robert Vaksman, is among a small group of our country's most distinguished tax and business law practitioners, having graduated New York University School of Law's pre-eminent Graduate Tax Program (ranked #1), as well as New York University Stern School of Business (ranked #3).
He was a Financial Advisor for several years with one of the premier Wall Street brokerage houses; was a member of WealthCounsel (a collaborative network of more than 1,700 Estate Planning practitioners throughout all fifty states), co-authored a book entitled, "Estate Planning Strategies. Collective Wisdom. Proven Techniques", and frequently teaches Attorneys, CPAs, Financial Advisors and Insurance Professionals the importance and techniques of optimal holistic planning strategies for clients.
Simply stated, we have a process.
We will work with you to explore your values and counsel you on questions important to you and your family. Designing a client-centered plan requires us to pinpoint your objectived and then synthetize our knowledge of you and your family with the broadest array of planning tools available.
We bring distinction to the process with original, innovative solutions, deep knowledge of advanced strategies, and our unique ability to present the plan in a systematic, practical and client-friendly way.
3. Agree & Implement
While designing a plan calls on creative skills, implementing the plan relies entirely on string management skills. By providing leadership, teamwork and strategy-specific process, our goal is to complete the work within a defined time-frame and have a client that is so satisfied they can't resist telling others.
Law, health, family and financial changes can require the planning to be revised from time to time. Our clients can rest easier knowing they're protected by our Maintenance Plan. We are interested in creating a relationship with our clients, rather than a "business transaction", and the Maintenance Plan allows our team to fully understand your unique needs on an ongoing basis.
Years of experience and dedication to Estate Planning + VERY reasonable, flat fees.
* Nolo has confirmed that every member attorney has a valid license and is in good standing with the state agency that licenses lawyers. Any past disbarments and suspensions (with possible exceptions for minor violations or nonpayment of dues, in our discretion) will be indicated accordingly in the badge. Member attorneys are required to notify Nolo immediately if they become the subject of any disciplinary action by any state licensing agency.