In 60 minutes, learn the strategies families use to keep control during incapacity, protect inheritances, and reduce nursing-home risk.
Best for: Homeowners 55+ with kids/grandkids
2,765+
Families Served
38
Years of Service
331+
ZIP Codes
Mark Eghrari
Owner | Attorney
Stephen Valenti
Associate Attorney
Thomas Kellerman
Associate Attorney
We Understand Your Concerns
You're not alone. These are the exact concerns we hear from every family we work with—and we'll show you practical solutions for each one.
Ensure your partner has immediate access to assets and protection for their lifetime.
Keep assets safe from divorce, lawsuits, and poor financial decisions.
Preserve your home for your family while protecting it from nursing home costs.
Protect your life savings from the $150,000+/year cost of nursing homes.
Reduce or eliminate estate taxes, probate costs, and unnecessary legal fees.
Choose trusted people to manage your health and finances if you're incapacitated.
In our seminar, we'll walk through real-world solutions to each of these concerns—with specific strategies that work for families in your area.
What You'll Learn
In just 60 minutes, you'll gain the knowledge that takes most families years to discover—often too late.
Learn how to protect your family from the court system both during incapacity and after death—saving time, money, and stress.
Safeguard your children's inheritance from divorce, lawsuits, and creditors—ensuring your legacy stays in your family.
Discover how to shield your assets from nursing home costs while still receiving income from those assets.
Understand the Healthcare Proxy, Living Will, HIPAA Release, Power of Attorney, Will, and Trust that every family needs.
Eliminate the 9-18 month probate process and avoid thousands in court fees, publication costs, and attorney expenses.
Keep your family's financial affairs private—no public records, no newspaper publications, no court oversight.
The Cost of Waiting
These aren't scare tactics—they're realities we see families face every day. The good news? Every single one is preventable with proper planning.
Your family waits over a year while assets are frozen in court—unable to access funds when they need them most.
Attorney fees, executor fees, court costs—probate can consume 3-7% of your estate value, tens of thousands of dollars gone.
Everything becomes public record—your assets, debts, beneficiaries. Anyone can see what you left and to whom.
Without clear direction, loved ones fight over assets. Unclear wills create conflict that lasts for generations.
Without proper planning, intestacy laws determine who gets what—not your wishes, but the government's rules.
Long-term care averages $150,000/year. Without protection, your life savings disappears in months.
Good news: Our seminar shows you exactly how to avoid all of these problems—at no cost.
Interactive Tools
Use these calculators to get a personalized estimate of what's at stake for your family.
Our Process
Our proven 5-meeting system ensures comprehensive planning with clear steps, flat fees, and lifelong support.
Discuss your personal and family situation and goals. Determine which planning strategies are best for you and schedule your next meeting dates.
Bring asset information and complete any needed forms. Identify if additional asset information is needed.
Review of estate plan choices and family information to ensure everything is accurately reflected in your documents.
Review the finalization of finances and estate plan. Align investments and assets with your goals and wishes.
Estate plan documents prepared, witnessed, and notarized. Review and sign funding forms and trust transfers. Your estate plan portfolio is delivered.
We avoid "surprises" with flat fee billing so the cost is clear. We don't charge for phone calls or emails. We encourage a lifetime of support—you'll have access to our team whenever life changes require plan updates.
Reserve your free seat today and receive a complimentary consultation with one of our experienced estate planning attorneys.
Includes free attorney consultation • No obligation • 60 minutes
Your Legal Team
A dedicated team of estate planning experts committed to protecting your family's future
Owner | Attorney
Associate Attorney
Associate Attorney
Take our free 2-minute assessment to discover which estate planning tool is right for your situation. Get personalized recommendations based on your unique circumstances.
Testimonials
Join the families who've trusted us with their estate planning.
"Exceptional client service. Now that our portfolio is complete, a burden has been lifted and our children will have help to carry out our wishes. Many thanks."
Ernest & Priscilla M.
Clients since 2000
"So helpful and kind when my husband passed. The services are not once and done, they establish a relationship with clients to help them with the events we all face."
Teresa
10 Years of Service
"Very helpful and extraordinarily professional. They explain complex matters in a simple, clear way. We have recommended them to our family and friends."
Linda B.
Long Island
"We have been clients for fifteen years. Always very nice, pleasant and professional. The staff is very professional and always a pleasure to work with."
Charles & Dorothy S.
15 Year Clients
Common Questions
Get answers to the most common estate planning questions.