Exceptional Service ‘Without Expiration’
Estate Planning, Probate and Administration at Schanker and Hochberg P.C.
One of the most important things you can do for those who depend on you is to plan your legacy and take the necessary steps to ensure your assets and affairs will be properly managed if you become incompetent and then distributed as you wish upon your death. In addition to safeguarding future financial security, a well-crafted estate plan can minimize your heirs’ estate tax burden and help them avoid unnecessary administrative expenses.
Estate planning goes far beyond drafting well-written documents. Schanker and Hochberg P.C. takes pride in its legal expertise and technical, cutting-edge techniques. What really distinguishes this practice are “the ongoing services we provide to our clients without expiration,” says partner Steven M. Schanker, Esq. “Our clients enjoy constant attention and outstanding service every step of the way.”
Schanker and Hochberg P.C. is known both regionally and nationally for excellence and expertise in all aspects of estate planning, probate and administration. The practice has focused exclusively in this area of law for 35 years, developing many close, long-term client relationships along the way. The firm has grown entirely through word-of-mouth referrals from clients, accountants, bank trust officers, investment and life insurance agents, and other attorneys.
The Schanker and Hochberg P.C. difference becomes evident immediately. At the complimentary initial consultation, the attorney evaluates the personal, financial and business aspects of a prospective client’s proposed planning. The firm always provides a detailed written summary of every meeting by email and/or regular mail. Once the documents have been prepared and signed, Schanker and Hochberg P.C. actively works with clients to ensure any necessary asset transfers are effectuated, beneficiary designations are appropriate, documents are properly stored and that the documents continue to be current and in line with the clients’ objectives. “At many firms, clients just go on their way,” says attorney Andrea B. Schanker, Esq. “But we actually implement the plan.”
“We coordinate asset transfers when no other firm will do that,” adds partner R. Mark Hochberg, Esq. “We hold family meetings when no other firm will do that. We reach out to all of our clients every year, forever, on a no-fee basis, to meet with us; that’s something else no other firm does.”
“And when we prepare advanced health care directives and Power of Attorney documents, we make sure they’re strategically placed to ensure the client’s wishes are carried out,” says Steven M. Schanker, Esq. “We create laminated cards for our clients to carry in their wallets which have emergency contact information for their health care agents and primary care physicians.”
The firm keeps clients up-to-date on changes to the estate and gift tax laws and other estate planning issues via its website, direct mailings and a quarterly newsletter.
“Estate planning is a dynamic process, and an estate plan requires continual attention,” says Andrea B. Schanker, Esq. “Otherwise it can quickly become outdated because of changes in the law or life circumstances. An outdated plan can have terrible consequences in terms of unintended inheritances and excessive taxes. An estate plan is not something to be filed away and forgotten until the time comes to implement it.”
Schanker and Hochberg P.C. can accommodate client meetings in their offices located on Long Island, in New York City and in New Jersey. We have licences to practice in New York, New Jersey and Florida.
27 West Neck Road | P.O. Box 1905 | Huntington, NY 11743 | 631-424-5400
767 Third Avenue, 35th Floor | New York, NY 10017 | 212-564-3307
766 Shrewsbury Avenue, Suite 203| Tinton Falls, NJ 07724 | 732-268-7049