Jason R. Breit, Esq.
JASON R. BREIT, ESQ., P.C.
https://jasonbreitlaw.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: New York
What to expect from Jason R. Breit, Esq.
- A 15-minute Prep Call with our Intake Team to understand your goals and needs
- 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
- Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
- A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
- A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.
About Jason R. Breit, Esq.
Congratulations on starting or restarting your planning journey!
I am so excited to be a part of the Personal Family Lawyer community and work with clients who care about their families and want to live fulfilling lives. I work with clients on their estate planning to create their legacy and develop a plan to achieve their goals and dreams during their lives. The best part of my work is celebrating with clients when their goals and dreams are achieved.
My practice combines the best of both legal and financial planning to achieve a holistic plan for clients. Our office’s estate plans are coordinated with the client’s financial plan. We either work with your existing advisors or recommend some of the country’s top financial and insurance professionals (many that I have personally trained). I offer to quarterback your entire plan and eliminate advisor conflict and uncertainty.
I am a proud graduate of Roger Williams School of Law (Juris Doctorate), Dowling College Townsend School of Business (Master of Business Administration), and Hamilton College (Bachelor of Arts). I have also earned the Retirement Income Certified Professional (RICP ÂŽ) designation from the American College for Financial Services and am certified by the Corporation for Long-Term Care (CLTC).
I was born, raised, and continue to live in West Islip. I am an avid sports fan and attend sporting events often. I enjoy traveling and spending time with my family and friends.
Testimonials
Jason took the time to really help me understand the purpose of creating an estate plan and why it matters. Thanks to him, I now have peace of mind knowing my family will be taken care of!
- Liz
I wanted to protect myself and my family but knew nothing about trusts. Mr Breit explained everything in plain language, he was thorough and patient without making me feel rushed.
The pricing was fair and transparent, honestly the whole process was stress-free. The trusts was established to fit my family’s specific needs. I will highly recommend him to anyone.
- Stacy
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
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How we plan.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
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What we protect.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
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What you see.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
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How we deliver.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
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How our plans work.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Let's Get You The Solutions You Need To Protect Your Family And Your Wealth.
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