Pasternak & Fidis

Pasternak & Fidis provides sophisticated, comprehensive estate planning for individuals, couples, families and family businesses. Each of our three senior estate planning attorneys brings more than 30 years of experience to our clients. Our six younger attorneys all have excellent skills that will enable them to effectively represent clients and their descendants for many years to come. Together, our eight estate planning attorneys offer a coordinated approach that goes well beyond wills and trusts. Effective tax planning is a critical part of estate planning. We structure estate plans to take advantage of all available tax-saving strategies. Real estate interests, closely held businesses, and other enterprises require special attention. We combine tax expertise, business knowledge, and common sense to help protect and preserve our clients' wealth for future generations. Planning for incapacity is an important part of the planning process. We work to ensure our clients' needs are met and their wishes honored, both with respect to their financial affairs and their health care decisions. Complications and disputes can arise with any estate. When disputes arise, we can litigate if necessary, but we prefer working to calm any disagreement, listening to all parties, developing an appropriate strategy, and crafting the proper plan. We are experienced in working with complex family structures, including step-families and domestic partners. Pasternak & Fidis has cultivated strong relationships with other professionals. We work regularly with our clients' accountants, insurance agents, appraisers, financial planners and investment advisors. If you are interested in our estate planning services we invite you to call for an appointment. We ask our new estate planning clients to complete an estate planning information form in advance of our initial meeting. Our two forms are listed below. The long form is recommended for clients with complex assets, such as investment real estate, closely held business interests, multiple life insurance policies, and the like. The short form can be used by clients whose asset categories are more straightforward, such as bank and brokerage accounts, retirement accounts, and personal residences. Please print the form that is applicable to you, complete it, and bring it with you to our initial meeting. In the alternative, you can save the form to your desktop and complete it electronically before returning it to our office.