Trust & Estate Planning
A Strategic Approach to Your Legacy
At Zeh & Associates, P.C., we believe that Trust & Estate Planning isn’t just about documents—it’s about providing clarity, control, and security for you and your loved ones. Whether you are preparing for the future of your family, your business, or your wealth, our firm delivers personalized, thoughtful, and legally sound estate planning solutions.
Our attorneys collaborate closely with individuals and families to design customized estate plans that reflect their unique circumstances, long-term objectives, and deeply held values. With extensive experience in estate planning law and a steadfast commitment to superior client service, we make the process understandable, efficient, and worry-free.
Need Estate Planning Guidance? Reach Out to the Professionals at Zeh & Associates, P.C. Today (631) 350-7700
What is Trust & Estate Planning?
Trust and estate planning is the process of organizing your personal, financial, and medical affairs to ensure your wishes are carried out during your lifetime and after death. A solid estate plan not only minimizes taxes and legal complications, but also helps preserve your legacy and prevent potential family disputes.
Whether you're just beginning or revisiting an outdated plan, we offer comprehensive tools to help you manage and transfer your assets, including:
- Last Will & Testament: Outlines how your assets will be distributed and names guardians for minor children.
- Revocable and Irrevocable Trusts: Offer privacy, flexibility, and probate avoidance for more efficient asset transfer.
- Healthcare Proxies: Authorize someone to make medical decisions on your behalf if you’re incapacitated.
- Powers of Attorney: Empower trusted individuals to manage your legal and financial affairs.
- Living Wills: Document your end-of-life medical care preferences.
- Beneficiary Designations: Ensure retirement and insurance assets are properly allocated.
- Asset Protection Strategies:
Shield your estate from unnecessary taxes, creditors, and litigation.
We Develop Your Estate Plan With Care & Precision so It Supports Your Future Goals While Minimizing Potential Risks & Disputes. Reach Out to the Professionals at Zeh & Associates, P.C. Today (631) 350-7700
the Difference between a Will & Trust
One of the most common estate planning questions we receive is: "Do I need a will, a trust, or both?" The answer depends on your goals, your assets, and your preferences for privacy and efficiency.
- Wills direct the distribution of your assets through probate court. They are simpler but public and can take time.
- Trusts can take effect during your lifetime or after death. They offer privacy, can bypass probate, and allow for more control over when and how assets are distributed.
For many clients, a combination of both provides the greatest flexibility and protection. We’ll guide you in determining which tools are best for your circumstances.
Our Personalized Estate Planning Process
At Zeh & Associates, P.C., we’ve developed a client-centered process that keeps you fully informed and involved every step of the way. Our goal is to ensure your estate plan is not only legally sound, but also aligned with your life’s goals.
- Free Initial Consultation: We begin by learning about your life, your family, and your long-term goals.
- Comprehensive Evaluation: We assess your current assets, beneficiaries, and any specific concerns.
- Tailored Planning: We develop a strategic legal plan that reflects your values and maximizes asset protection.
- Document Preparation & Review: We prepare and walk you through each legal document to ensure full understanding and accuracy.
- Ongoing Support: As life changes, we’re here to keep your plan current, effective, and aligned with your evolving needs.
