RK LEGAL
https://rkl-llc.com/
Areas of Focus: Life and Legacy Planning, Kids Protection Planning
Licensed States: New Jersey, New York
In every client I serve and every legacy I help shape, I am reminded of the profound impact that kindness, knowledge, and genuine human connection can have. It is a privilege to walk alongside my clients on their journey toward security, prosperity, and peace of mind, and I am grateful for the opportunity to be a beacon of hope and support in their lives.
As a teenager, I experienced a profound loss that forever altered the trajectory of my life and shaped my career path in ways I could never have anticipated. When my father unexpectedly passed away, the devastation reverberated through my family, leaving us grappling with grief and uncertainty. Compounding our anguish was the fact that my parents, immigrants to the United States, were navigating unfamiliar legal complexities.
In the aftermath of my father’s death, my family found ourselves adrift, unsure of how to proceed with funeral arrangements, let alone how to navigate the intricate maze of winding down our family business and managing the associated tax and legal implications.
Fred Rogers wisely said, “Look for the helpers.” In my own journey, I have been deeply influenced by this sentiment. Just as my family found solace and guidance in the caring hands of our attorney during our challenges, I am committed to embodying the spirit of a helper for others.
Embarking on my legal journey, I dedicated the early years of my career to honing my skills within the corridors of large financial institutions and serving high-net-worth families. Immersed in the world of finance and law, I gleaned invaluable insights into the intricacies of legal frameworks and the strategic advantages they afford.
However, amidst the polished veneer of Wall Street, I never lost sight of my roots or the profound impact of the “helpers” who had guided my family through stressful times. Fueled by a deep-seated desire to honor my core beliefs and make a tangible difference in the lives of others, I made the decision to return to my roots and transition my focus from high finance to main street.
By embracing the role of a helper, I strive to honor the legacy of compassion and generosity instilled in me by those who guided me through adversity. With each client I serve, I am reminded of the profound impact that a caring heart and a listening ear can have in transforming lives and shaping futures.
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.
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.
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.
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.
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.
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.
Complete the form below to reach out and schedule your 15-minute discovery call.