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Amato Law, PLLC

New York Estate Planning Attorney | New York

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Legacy Planning

Legacy Planning

The best things in life aren’t things. Such a simple statement, but it holds so much meaning and intent. We know there is value in our financial assets, but more importantly, there is even greater value in our family treasures like family history, morals, beliefs and heirlooms. These treasured assets are the ones that are most often overlooked in traditional estate planning.

Legacy Planning is a more holistic approach to estate planning. It is the creation of a definitive plan for managing your total wealth while you’re alive, distributing your estate how you choose after your death, and a clear plan to pass on your legacy. Your estate includes all assets of any value that you own. This includes non-financial assets as well as financial assets, including real property, business interests, investments, insurance proceeds, retirement accounts and personal property. Your legacy also includes important decisions that ensure your family’s core values, responsible behaviors and community involvement, are passed on to future generations. Keep in mind, your legacy also includes personal effects, such as family heirlooms, stories, and accumulated wisdom and life lessons of your family.

We want you to feel confident about the choices you make – let us be your guide on the path toward preserving your family’s future. Contact us to learn more about how we can help plan for your family’s future.

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At our firm, our philosophy about working with clients is that we always provide personalized service from beginning to end. When you become a client of Amato Estate Planning, our goal is to provide a collaborative approach with your trusted advisors and provide the most effective solutions for your most complex matters.

Contact Info

Amato Law, PLLC.
667 Madison Avenue, 5th Floor
New York, NY 10065
Phone: 212-355-5255
Fax: 212-937-3379

Mon-Fri : 9:00am – 5:00pm

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