Skip to content

Family Plan

** This article has been revised from its original version which was published on May 3, 2019.

At Russo Law Group, you’re not just a client, you’re family! Did you know that as a client of our firm, you can give an immediate family member a Family Plan Coupon? Our goal is to forge a bond with you and your entire family. Your loved ones can apply the coupon toward their own comprehensive New York estate plan! It includes a consultation and six (6) very important documents offered at a flat fee. Those documents are:

Why are These Documents Important?

A last will and testament (will) describes what you want to happen to your assets upon your death and may determine who will take care of minor children.

A durable power of attorney lets you designate a trusted person to handle your financial and property matters if you are not able to do so yourself. This may be due to travel, illness, or injury.

A health care proxy allows you to name a trusted person to make medical decisions for you when you are incapacitated by illness or injury.

Living wills address your preferences for care and treatment in medical emergencies and at the end of your life. It includes instructions for your health care proxy to follow.

Copies of HIPAA authorizations are kept at your doctor’s office. You will want to add your health care proxy to the list of people allowed to access your medical records to make informed decisions.

Burial designations can appoint a person to manage the disposition of your remains and detail your wishes for things like burial or cremation and where and how your funeral service will be handled.

How it Works

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 and something they were putting off due to the everyday challenges of raising a family.

If you’re interested in learning more about our Family Plan Coupon, please contact your estate planning attorney or case manager for a coupon to pass along to a family member. You’ll be helping them protect their future.

When implementing a New York estate plan, it’s important to consult with and retain experienced elder law and estate planning attorneys in New York to ensure legal documents comply with your state and meet your goals. The knowledgeable and compassionate team at Russo Law Group, P.C., provides professional services and advice regarding estate planning, starting with the six basic documents and further customizing plans to include revocable and irrevocable trusts. Take advantage of our comprehensive website as well as our free seminars and webinars to learn more about how Russo Law Group, P.C. provides peace of mind.

Please contact our law firm to speak with one of our experienced elder law and estate planning attorneys today at 1 (800) 680-1717.

This Post Has 4 Comments

  1. Hi,
    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.

    1. 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.

    1. Hi Jeanne,

      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.

Leave a Reply

Your email address will not be published. Required fields are marked *

Back To Top