Estate planning that brings clarity and peace of mind
Estate planning is the process of putting your wishes in writing and creating a plan for how decisions and assets should be handled during your life and after death. A good plan can reduce confusion, help your loved ones act with confidence and make it easier to handle important responsibilities when the time comes.
At Dello-Iacono Elder Law PC, we work with clients across Long Island to create estate plans that are practical, understandable and tailored to real life.
This page is informational and is not legal advice. The right documents and strategy depend on your goals, your family circumstances and your financial picture.
Wills
A will allows you to name beneficiaries, appoint an executor and provide direction for how your estate should be handled. We help you create a will that reflects your goals and is properly prepared and executed.
Trust planning
Trusts can be useful for many purposes, including managing assets, planning for family needs and coordinating how property is handled. We help you evaluate whether a trust is appropriate and explain options in plain language.
If a trust is part of your plan, we also discuss practical next steps, such as funding the trust so it functions as intended.
Planning for incapacity (advance directives)
Estate planning is not only about what happens after death. It also includes planning for situations where you may be unable to make decisions.
Power of Attorney for financial and legal decisions
Health Care Proxy for medical decisions
Living Will to document treatment preferences
We help you choose decision-makers thoughtfully and make sure the documents are aligned with your wishes.
Probate and estate administration
When a loved one passes away, families may need guidance on probate and estate administration. We assist executors and families with understanding what to file, what deadlines to expect and how to handle common issues that arise.
Reviewing and updating an existing estate plan
Life changes and your plan should keep up. If you already have a will, trust or directives in place, we can review your documents and discuss updates based on changes in your family, assets, goals or long-term care considerations.