Estate Planning
Expert Advice Available
Ms. Bankoff's estate planning services are tailored to meet your specific needs. She will guide you through wills, trusts, powers of attorney and any other necessary steps to ensure a smooth transfer of assets while minimizing tax implications.
Personalized Solutions
Tailored Approach
Ms. Bankoff offers personalized solutions that address your unique situation, providing clarity and peace of mind for you and your loved ones.
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She carefully tailors each estate plan to reflect her clients’ personal values, family needs, and financial priorities, ensuring that asset distributions align with clients’ wishes and long-term estate goals.​
Asset Protection
Safeguarding Your Wealth & Minimizing Taxes
Protecting your assets is crucial. By expertly preparing wills, trusts, and powers of attorney, Ms. Bankoff's strategies help safeguard your legacy and ensure a secure financial future for your family.
Minimizing taxes is another key aspect of her service. She works to optimize tax efficiency in your estate planning, maximizing the benefits for your beneficiaries.
Her services also include the preparation of health care directives, real property deeds, nominations of guardians for minors, and updating retirement and insurance beneficiary designations.​
Probate & Trust Administration
Managing Your Estate
​​In addition to estate planning, Ms. Bankoff guides executors, trustees, and beneficiaries through every stage of trust administration and probate proceedings. This includes preparing and filing court petitions, funding sub-trusts, managing real property transactions, and overseeing the final distribution of estates.