Protect What Matters. Plan with Confidence.

Wills And Trusts

Secure Your Legacy. Protect Your Loved Ones. Plan with Dan Shlufman.

Planning for the future is one of the most meaningful and responsible steps you can take to protect your loved ones, preserve your legacy, and ensure that your wishes are carried out exactly as you intend. Without proper legal planning, even the most well-meaning intentions can be subject to unnecessary legal complications, delays, or disputes. A carefully drafted will or trust not only provides clarity and structure—it gives you and your family lasting peace of mind. At our firm, we provide experienced, compassionate legal guidance to help individuals and families navigate the estate planning process with confidence, care, and foresight.

Whether you’re preparing your first estate plan or revisiting existing documents due to life changes such as marriage, children, a new home, or retirement, Daniel M. Shlufman offers practical, personalized solutions built around your unique goals and circumstances. With a deep understanding of estate law in both New York and New Jersey, Dan works closely with clients to ensure every detail is covered, every document is compliant, and every plan reflects your true intentions. His goal is to simplify a complex process, empower you with knowledge, and create a thoughtful plan that protects what matters most—now and in the future.

Will Preparation Services

A will is a legally binding document that serves as the foundation of any comprehensive estate plan. It outlines exactly how your assets, property, and personal belongings should be distributed after your passing, ensuring that your wishes are honored and your loved ones are provided for according to your intentions. In addition to asset distribution, a will allows you to appoint a guardian for any minor children, providing clarity and legal authority over their care and upbringing in the event of your death. You can also name an executor—someone you trust—to manage your estate, handle final affairs, pay debts and taxes, and ensure that your instructions are carried out efficiently and in accordance with the law. Without a valid will in place, your estate may be subject to state laws that could result in unintended outcomes and added stress for your family. Creating a well-drafted will gives you control, peace of mind, and the reassurance that your legacy will be handled exactly as you envision.

Updating existing wills to reflect life changes
Naming beneficiaries and asset distribution
Drafting and executing legally sound wills
Appointing guardians for minor children
Designating executors and trustees

Trusts

Trusts offer a powerful and versatile tool for managing your assets with greater control, privacy, and efficiency—both during your lifetime and after your passing. Unlike a will, which only takes effect upon death and is subject to probate, a trust allows you to determine how and when your assets are distributed, often without the need for court involvement. This can significantly streamline the transfer of wealth, avoid public probate proceedings, and reduce administrative burdens for your heirs.

Trusts can be tailored to meet a wide range of personal and financial goals. They can help reduce or eliminate estate taxes, protect your assets from creditors or legal claims, and ensure continued care for a loved one with special needs without jeopardizing their eligibility for government benefits. For blended families, business owners, or individuals with charitable giving goals, a trust can provide the structure and customization necessary to meet complex planning needs. Whether you’re looking to preserve generational wealth, provide income for beneficiaries, or manage your estate with greater discretion and control, trusts offer a flexible, proactive solution. With the guidance of an experienced attorney like Daniel M. Shlufman, you can establish a trust that is aligned with your values, tailored to your situation, and fully compliant with state and federal law.

Types of trusts we assist with include

Why Choose Shluf Law for Wills and Trusts?

With decades of legal experience and a deep understanding of estate law in New York and New Jersey, Dan Shlufmanoffers thoughtful and thorough estate planning services designed to give you confidence and peace of mind. He takes the time to understand your individual circumstances and tailors every document to meet your specific needs—ensuring your legacy is preserved and your loved ones are protected.

Don’t leave your future to chance. Contact us today to schedule a consultation and begin creating a will or trust that reflects your wishes and secures your legacy.

Daniel M. Shlufman – Trusted Guidance for Life’s Most Important Decisions.