When a client completes his or her estate plan, it often brings on a sense of accomplishment, relief, and comfort. Knowing you have a plan set in place – all of your legal documents in order – that will ease the stress on your family when you pass, is truly a wonderful feeling.

However, it is important to remember that an estate plan is not something to “set and forget.” It is a living entity in itself.

At Blustein, Shapiro, Frank & Barone, LLP, our Legacy Assurance Program™ is available to offer you the power you need to maintain your estate plan, including any possible changes in your life or changes in the law.

Our Legacy Assurance Program™ is a multi-step process:

First…

Our Estate Planning, Probate, and Elder Law department will work with you to develop a customized plan specific to your needs, goals, and aspirations. Through in-depth counseling sessions, our team will learn about your family members and family dynamics, as well as your financial picture, each of which plays a vital role throughout the planning process.

Second…

Following the creation of your state-of-the-art customized estate plan, our Legacy Assurance Program™ incorporates a maintenance program element. To offer the highest level of protection, your estate plan must be regularly reviewed to address any possible changes.

Common events that may warrant an estate plan update include:

• Marriage
• Divorce
• Addition of a child (birth or adoption)
• When children are no longer minors
• Relocation
• New job
• Retirement
• Death of a spouse
• Death of a family member
• Medical emergency
• Care needs
• Life Insurance policy expirations
• Major purchases or sales
• Any personal factors or changes

Our maintenance feature includes annual client update meetings to keep our clients abreast of the latest developments in estate planning, elder law, and tax legislation, as well as providing every participating client with updated documents that ensure the client’s plan is kept current with their changing personal circumstances.

Finally…

The last step in the Legacy Assurance Program™ is a settlement of an estate upon a client’s disability or death. Our firm handles all phases of estate administration, including preparation and filing of federal and New York State estate tax returns, when necessary. Participants in our Legacy Assurance Program™ are assured that their estate settlement process will be left in experienced hands.

You have the power to plan for yourself, and for your loved ones. Take advantage of Blustein, Shapiro, Frank & Barone, LLP’s estate planning expertise today! Contact us to find out how the Legacy Assurance Program™ can work for you.