Estate planning is about more than just creating a will – it’s about protecting your family, preserving your wealth, and ensuring your wishes are honored. At The Law Offices of Lawrence Israeloff, PLLC, we help clients throughout Long Island, New York City, and Westchester County design estate plans that are thoughtful, tax-efficient, and legally sound.
With extensive experience as an estate planning attorney, Certified Public Accountant (CPA), and Certified Financial Planner™ (CFP®), Lawrence Israeloff brings a uniquely comprehensive approach to every estate planning engagement. Whether you’re planning for loved ones, charitable giving, or long-term asset preservation, we’ll work closely with you to create a plan that reflects your values and secures your legacy.
Why You Need an Estate Plan
Everyone, regardless of age, wealth, or family structure, can benefit from a customized estate plan. Without one, your estate may be subject to New York’s probate process, and your assets may not be distributed as you intended.
A well-prepared estate plan can help:
- Direct how your property is distributed after your death
- Minimize or eliminate estate and gift taxes
- Appoint guardians for minor children
- Avoid probate delays and legal disputes
- Ensure your healthcare and financial wishes are followed
- Provide for family members with special needs or specific concerns
Estate planning offers peace of mind today, and protection for those you love tomorrow.
What’s Included in an Estate Plan?
An effective estate plan is more than a single document – it’s a collection of carefully coordinated tools that work together to protect your interests during your lifetime and after.
Wills and Revocable Trusts
We help you determine whether a will, revocable living trust, or both are the best fit for your goals. These tools allow you to control the distribution of your assets, appoint executors or trustees, and minimize the chances of family conflict.
Learn more about Wills & Trusts »
Powers of Attorney and Health Care Proxies
We draft durable powers of attorney to name someone you trust to manage your financial affairs if you become incapacitated. Health care proxies and living wills ensure your medical preferences are respected and enforced.
Beneficiary Designations and Asset Titling
We review and coordinate your account titling and beneficiary designations to make sure they align with your estate plan. This is a critical step that’s often overlooked but can significantly affect how your assets are distributed.
Tax and Charitable Planning
Our estate plans are designed with tax efficiency in mind. As both an attorney and CPA, Lawrence Israeloff can incorporate strategies to minimize estate, gift, and income taxes, helping you preserve more of your wealth for your family or charitable goals.
Integrated Legal, Financial, and Tax Guidance
At our firm, estate planning isn’t done in isolation. We take a holistic view that includes your financial goals, family dynamics, and long-term needs. With our dual credentials in law and finance, we provide a coordinated, tax-aware strategy that ensures your estate plan works seamlessly with your financial and retirement goals.
For high-net-worth individuals, business owners, or families with complex assets, we bring clarity to issues like:
- Business succession planning
- Generation-skipping transfer planning
- Asset protection and irrevocable trusts
- Gifting strategies and lifetime transfers
- Estate tax exposure and mitigation
We also work closely with your financial advisor or accountant, or serve as your one-stop resource for integrated planning.
Local Knowledge. National Credentials.
We proudly serve clients throughout Long Island, New York City, and the greater metropolitan area. With a deep understanding of New York estate law and up-to-date knowledge of federal tax regulations, we help you plan with confidence.
We follow best practices from trusted sources like the American Bar Association, the IRS, and the National Association of Estate Planners & Councils.
Start Planning with Confidence
At The Law Offices of Lawrence Israeloff, we’re committed to helping you protect what matters most. Your estate plan should reflect your wishes, your family, and your future, and we’re here to make that happen. Contact us today to schedule a consultation.
