We, like you, have elderly parents whose financial security and peace of mind we want to help to ensure. Discussing sensitive topics that may affect a family for generations is difficult, but we’ve had these talks with our families, and we want to help you through the process. Also like you, we have children whom we want to guarantee a safe future for, no matter where life may take them.
I have dealt with numerous attorneys in my career with regard to settling estate matters. John R. Merlino Jr. and Ken Gonzalez are the best. They are thorough, expedient and professional in all their work. Too often an attorney’s service doesn’t live up to the sales pitch in the beginning. Large or small, John and Ken follow through and get the job done. I would recommend anyone in need of Estate or Probate work to contact Merlino and Gonzalez.
Merlino & Gonzalez are both extremely thorough and attentive to their client’s needs. Always making themselves available and return calls directly throughout the process. These comments are the positive feedback I hear back from my clients and what I have experienced myself. Great group to deal with.
Hi Ken – I know we still have some items to cover down the road, but I did want to take the opportunity to thank you for all you help, guidance and support. This sale had some twists and turns and your patience and advice were very much appreciated. Your responsiveness to questions and concerns as well as you going out of your way to see that today’s closing was as seamless as possible says a great deal about you as a lawyer and a person.
At Merlino & Gonzalez, we believe that everyone should have the tools to create the best possible future for themselves and their families…
Which is why we created our estate planning road map!
Step 3
After you receive and review your planning documents, schedule your document execution.
Step 4
Have cake with us!
Our Agreement With You
We understand the uneasiness which comes with formulating an estate plan. However, the process to strengthen the financial and emotional health of you and your family should not be a demanding one. Therefore at our office, we agree that…
- You will always feel welcome and never rushed.
- You will be greeted with a hot cup of coffee and a warm atmosphere.
- You will be entering a courteous and respectful environment.
- You will find a full jar of candy in our reception area.
- Phone calls will be answered by a live human being familiar with your concerns and messages will be returned within 24 hours.
- All consultations will be conducted by an attorney.
- You will be given a flexible schedule for booking appointments.
- All documents will be revised and updated until you are fully satisfied.
- You will have a clear understanding of estate planning following attendance at our workshop.
- You will have sufficient time to review your estate planning documents before actually signing them.
- You will be provided with an easy to follow progress report which explains each document you will be signing.
- You will have access to an attorney for ongoing counseling before and after you sign your documents.
Let Us Be Your Guide!
- Attend a FREE Workshop.
- Complete our confidential client questionnaire form.
- 10 things to know about beneficiary designations.
- The 5 most important estate planning documents.
- All the information your children need to know about you.
- A FREE ID card to keep on you at all times in case of an emergency.
Follow our path to avoid...
- Awkward family dinner conversations.
- Your property ending up in the hands of your children’s spouse.
- The prying eyes of your family and neighbors.
- Costly estate and guardianship litigation tying up your assets for months or years.
- Doctors and hospital staff making life-changing health decisions on your behalf.
- Losing control of your decision making ability.
- Leaving the legacy of a bitter and divided family.
- The burden of unpaid bills piling up.
- Your assets being frozen or seized by creditors.
- Time moving forward while your life remains unchanged.
- Staying off life support.
- Someone else deciding who is in charge of your stuff.
- Someone else deciding the right person to speak for you when you can’t.
- Not being able to provide for disabled loved ones without them losing any government benefits.
- Someone else deciding who inherits your property.
- Losing everything you’ve worked a lifetime for to a nursing home.
- Never finally having that peace of mind you crave.
- Not knowing what you want to happen will actually happen.
- Not knowing that you are leaving a legacy that your children and future generations will be proud of.
DON’T LET A STRANGER DECIDE YOUR FATE!
One Day You’d Like To Retire…
Then What?
- Go Back to School
- Start A Business
- Move, Stay, Relax
- Make New Friends
- Change Careers
- Volunteer
- Travel
Not One Day. Today.
Call Now 718.698.2200
We Keep You On The Right Path
