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Tag Archives: St. James

St. James, NY Client Updates His Estate Plan

On Monday, Futterman & Lanza, LLP updated estate planning documents for a client living in St. James, NY. He revised his last will and testament to leave his estate to his daughter in a trust versus leaving her inheritance outright to her. The trust was designed to protect her inheritance from creditors and matrimonial disputes….

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Helping another family from St. James finalize their estate planning documents

Finalized estate planning documents for a lovely couple living in St. James, NY. They executed their last wills, health care proxies, living wills, and powers of attorney with statutory gifts rider. The couple came to our Smithtown, NY office located at 222 East Main Street, Suite 314. Futterman & Lanza, LLP has offices in Smithtown,…

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