In any comprehensive estate plan, a letter of instruction (LOI) is an important component. An…
Here at Russo Law Group, you are not just a client, you are family! Did you know that as a client of our firm you can give an immediate family member a “Family Plan” Coupon? We truly consider our client’s family, and our goal is to forge a bond with you and your entire family. With that in mind, our “Family Plan” coupon is only offered to clients of our firm. You can offer any immediate family members a coupon for their own comprehensive estate plan! The coupon entitles your family member to a consultation and six (6) very important documents offered at a discounted, flat fee. Those documents are:
- Last Will and Testament;
- Durable Power of Attorney;
- Health Care Proxy;
- Living Will;
- HIPAA Authorization; and
- Burial Designation.
These are the six (6) basic (but essential!) estate planning documents everyone should have. Recently, one of our clients gave their adult children the family plan coupon as a Christmas gift, which enabled them to plan for their own growing families. This was a valuable gift to them, as this was something that they were putting off due to the everyday challenges of raising a family.
If this is something that you are interested in learning more about, please contact your planning attorney or his or her case manager for a coupon to pass along to a family member.
This Post Has 4 Comments
I did some family planning with your office last year with Diana Lattanzio. Does this asset protection help with any other state other than NY,like Connecticut.
Hi Janice. Asset Protection planning such as the creation of an irrevocable trust starts the 5 year look-back period (in NY) for long-term care Medicaid planning. Every state has its own specific Medicaid laws so if you are permanently relocating out of NYS, then you should seek the advice of counsel admitted to practice law in the new state for an overview of your estate plan and any recommendations on updates or changes.
I need to consult about a trust..
Will…poa. Etc for me..and mother
Especially a Poa
Thank you for contacting our firm and we are happy to meet with you.
Please contact Ashley in our office at 516-393-3164 to coordinate an appointment.
We look forward to meeting with you.