Foundational Estate Planning
You’ve built a life, a business, and momentum. A clear plan keeps it that way.
You’ve worked hard for your success — your business, your career, your lifestyle. But without the right plan, everything you’ve built could be left to chance.
What this plan does:
Make your wishes legally enforceable.
Put decisions in your hands, not the court’s.
Keep your family out of court and conflict.
Spell out who gets what — and when.
Why It Matters for You Now
By the time you get to your 40s–60s, most business owners and professionals hold more than a bank account. There is a family balance sheet —assets, investments, business interests, real estate, and retirement accounts. Without a plan:
- Probate costs time, money, and privacy. In New York, even a straightforward probate often runs 9–18 months, with court and professional fees that can consume a meaningful slice of the estate.
- Incapacity shifts control to the court. Without a durable power of attorney and a health care proxy, a judge may appoint a guardian. In New York, even a straightforward guardianship case typically costs $5,000–$15,000; if contested, costs can climb into the tens or hundreds of thousands.
- Taxes can bite unexpectedly. For larger estates, New York’s 2025 estate-tax exclusion is $7.16M. Cross 105% of that and the state cliff can eliminate the credit entirely; rates run about 3.06%–16% on the taxable estate. Smart planning helps smooth or avoid that cliff.
- Unclear instructions create conflict. Ambiguity turns stress into disputes.
Our approach removes uncertainty, reduces taxes, prevents conflict, and keeps control where it belongs.
The FreedomCounsel Foundational Estate Plan (what’s included)
- Revocable Living Trust — avoids probate; keeps control with named trustees.
- Pour-Over Will — catches anything outside the trust.
- Durable Power of Attorney — authority for banking, contracts, and operations during incapacity.
- Funding checklist + sample letters — practical steps to align accounts and title.
Outcome: Time saved, Costs contained, Privacy preserved, Continuity protected.
Why Choose FreedomCounsel®?
At FreedomCounsel, we provide clarity, compassion, and a plan that works in real life — not just on paper.
- We don’t just hand you a binder of documents. We take the time to explain what each one means, how it works, and how to use it. Our goal is for you to leave confident and in control.
- Estate planning isn’t a side practice here — it’s all we do. For more than a decade, FreedomCounsel has devoted its full attention to helping families and business owners protect what matters most.
- Your life, family, and business are unique. We listen closely to your concerns and design a plan tailored to your situation. No cookie-cutter templates, just thoughtful strategies built for you.
- For years, families have turned to FreedomCounsel as their legal guide. That trust is earned through consistency, reliability, and a proven record of helping clients achieve peace of mind.
- We create flexible, custom strategies that evolve as your family, business, and legacy grow.
- We pride ourselves on being approachable, available, and responsive, so you can move forward with clarity and confidence.
- Your personal and financial information is protected with the same care we would want for our own families. Privacy isn’t optional — it’s a promise.
Schedule a 10‑minute Fit Call
confirm scope, fee, and timeline.
FreedomCounsel — clarity, control, and confidence for whatever comes next.