About Amy
HER STORY
With years of personal and professional experience, Ms. Bankoff knows first-hand how overwhelming and painful it can be when a loved one passes and their affairs are left unsettled. This insight drives her commitment to help clients put thoughtful plans in place, ensuring their wishes are honored and their families are cared for.
Ms. Bankoff carefully tailors each estate plan to reflect her clients’ personal values, family needs, and financial priorities. Her services also include preparing pre-marital and postnuptial agreements, updating retirement and insurance beneficiary designations, and ensuring that asset distributions align with her clients’ wishes and long-term estate goals.
HER MISSION
Amy E. Bankoff's mission is to provide a clear roadmap to financial peace for families and professionals looking towards the future. She is committed to delivering expert advice and tailored solutions to safeguard your legacy.
Why Amy?
Ms. Bankoff prioritizes your financial security and family's well-being. Her expertise and personalized approach set her apart.
Choose Amy for her dedication, experience, and commitment to tailoring estate plans that meet your unique needs.
Personalized Service
Tailored Solutions
Ms. Bankoff provides expert guidance on wills, trusts, powers of attorney, advance health care directives, powers of attorney, real property transfers, nominations of guardians for minors, and more.
Expert Guidance
Professional Expertise
Her team of experienced estate planning attorneys encompasses estate planning, probate, trust administration, and charitable giving.
Family Protection
Secure Your Family's Future
Protect your family's future by entrusting Ms. Bankoff with your estate planning needs. She focuses on minimizing taxes and maximizing asset protection to ensure your family's well-being.
Client Testimonials
“Amy was able to work with our particular circumstances and fulfill our unique request. She really listened to us and obtained the best results possible!”
~ Mary
FAQ
Have questions about estate planning? Find answers to some common queries below.
1
Why is estate planning important?
Estate planning is crucial for safeguarding your assets and ensuring your wishes are carried out effectively. It offers peace of mind and security for you and your loved ones.
2
How often should I update my estate plan?
It is recommended to review your estate plan regularly, especially after major life events such as marriages, births, or significant financial changes. This ensures your plan remains up-to-date and aligned with your current circumstances.
3
What estate planning documents are essential?
Key documents include wills, trusts, powers of attorney, and healthcare directives. These legal instruments form the foundation of a comprehensive estate plan, facilitating a smooth transfer of assets and decision-making processes.
4
What is the role of an estate attorney?
An estate planning attorney provides expert guidance on legal matters, helps you navigate complex laws, and ensures your estate plan is legally sound and tailored to your specific needs.
