Whether it's creating a will, ensuring that elderly parents have up-to-date health care proxies, or formalizing a business succession strategy, for most of us becoming involved in estate planning is inevitable. But all too often it's not a great experience. Wood & Associates changes that. Most clients walk through our door uncertain and uneasy about the situation ahead, but they all walk out feeling better about it.
Why? Because our unique approach combines an understanding of the emotional nature of estate planning with realistic legal recommendations that achieve your goals. Adam Wood, our firm's founder, spent his childhood weekends performing magic shows at a Long Island nursing home where his grandmother served as Administrator for more than 25 years.
Why? Because our unique approach combines an understanding of the emotional nature of estate planning with realistic legal recommendations that achieve your goals. Adam Wood, our firm's founder, spent his childhood weekends performing magic shows at a Long Island nursing home where his grandmother served as Administrator for more than 25 years.
Services
Interpreted with care. With your well-being and peace of mind always of paramount importance, we clearly review every option and the advantages and disadvantages of those options. We then develop a legal strategy that accomplishes your objectives.
When needed, Wood & Associates works with a team of trusted professionals that include financial planners, insurance advisors, accountants, insurance advisors, geriatric care managers and medical specialists.However, Adam Wood is always his client's sole point of contact. Adam G. Wood is the managing attorney at Wood & Associates, PC.
When needed, Wood & Associates works with a team of trusted professionals that include financial planners, insurance advisors, accountants, insurance advisors, geriatric care managers and medical specialists.However, Adam Wood is always his client's sole point of contact. Adam G. Wood is the managing attorney at Wood & Associates, PC.
Long-term care costs have steadily increased and will likely continue to increase in the foreseeable future. New York State and the Federal Government are changing the rules regarding entitlement programs in an effort to reduce their own costs. As the system becomes more complicated, many people are worried that they will be disqualified from obtaining long term care treatment.
Estate planning should never be a "one size fits all" solution. That's because everyone has different goals for their future and their children's future. Most younger clients want the peace of mind knowing their kids will be taken care of. Older clients not only want to protect their assets, but want assurance that their precise wishes are met.
For many owners, their business represents their biggest asset. But it's often the most neglected. Have you given serious thought to what happens to your business if you become disabled or pass away? Or if your top salesperson retires? What if your company's assets are acquired?
Much like estate planning, developing a business succession plan can be a very emotional experience as it involves making difficult decisions that not only impact you, but your family, employees and colleagues.But not doing so can put your businesses' future-and your hard work-at risk. At Wood & Associates, we assist you in formalizing a plan that details what happens to your business when a succession event occurs.
Much like estate planning, developing a business succession plan can be a very emotional experience as it involves making difficult decisions that not only impact you, but your family, employees and colleagues.But not doing so can put your businesses' future-and your hard work-at risk. At Wood & Associates, we assist you in formalizing a plan that details what happens to your business when a succession event occurs.
Not only is the death of a spouse, relative or business partner emotional and unsettling, but the law can make these events highly complicated as well. If you're settling an Estate and need assistance in navigating through the turbulent legal channels of the Surrogates Court, contact Wood & Associates first.
