Long Island Business Association

Exclusive Offer — Estate & Family

Estate & Property Transition Plan

Coordinate the legal, financial and property decisions in one plan.

An estate or family property transition touches legal, tax, financial, insurance and logistical decisions at the same time. This program brings the relevant LIBA professionals around a single situation so the family is not managing each piece in isolation.

Discuss My Estate & Property Situation

Choose Your Strategy

Choose the Strategy That Fits You

Choose a focused Core Strategy or a broader Expanded Strategy. One professional starts the conversation and coordinates warm introductions from there.

Core Strategy: A focused group of professionals most directly involved in your immediate goal.

Expanded Strategy: The Core Strategy plus additional professionals who provide a broader perspective.

Core Strategy

3 professionals

Start by understanding the estate, who has authority to act, what should happen with the property and the related accounting or tax considerations.

Your Strategy Team

  • Colleen M. Terry, Esq.Colleen M. Terry, Esq.First ContactEstate Planning / Estate AdministrationThis professional starts the conversation and coordinates the next introductions.
  • Andrew RagusaAndrew RagusaReal Estate & Property Sale Strategy
  • Joshua Kreitzman, CPAJoshua Kreitzman, CPATax & Accounting Considerations

Typical Introduction Flow

  1. Estate Planning / Estate Administration
  2. Real Estate & Property Sale Strategy
  3. Tax & Accounting Considerations

Expanded Strategy

5 professionals

Selected

Add financial planning and relocation perspectives for a broader transition plan.

Your Strategy Team

  • Colleen M. Terry, Esq.Colleen M. Terry, Esq.First ContactEstate Planning / Estate AdministrationThis professional starts the conversation and coordinates the next introductions.
  • Andrew RagusaAndrew RagusaReal Estate & Property Sale Strategy
  • Joshua Kreitzman, CPAJoshua Kreitzman, CPATax & Accounting Considerations
  • Michael HartzmanMichael HartzmanFinancial Planning
  • Francis MeurerFrancis MeurerMoving, Storage & Relocation

Typical Introduction Flow

  1. Estate Planning / Estate Administration
  2. Real Estate & Property Sale Strategy
  3. Tax & Accounting Considerations
  4. Financial Planning
  5. Moving, Storage & Relocation
1

One Conversation at a Time

You won’t receive calls from the entire team at once. Your designated First Contact starts the conversation and coordinates introductions as the other professionals become relevant.

Who This Is For

Is this program a fit?

Families dealing with an inheritance, estate, aging parent, property transition, or estate-owned real estate.

Not every client will need every participating professional. You decide which perspectives are relevant to your situation.

What We Can Review Together

  • Estate and legal review
  • Property disposition planning
  • Tax considerations
  • Financial planning
  • Insurance review
  • Moving and storage
  • Property preparation
  • Real estate sale strategy
  • Coordination among family members and professionals

How Your Team Works Together

A coordinated introduction, not a rush of calls.

A typical introduction sequence may look like this.

  1. First Contact

    Colleen M. Terry, Esq.

    Estate Planning / Estate Administration

  2. Introduction 2

    Andrew Ragusa

    Real Estate & Property Sale Strategy

  3. Introduction 3

    Joshua Kreitzman, CPA

    Tax & Accounting Considerations

  4. Introduction 4

    Michael Hartzman

    Financial Planning

  5. Introduction 5

    Francis Meurer

    Moving, Storage & Relocation

Depending on your situation, some professionals may become involved earlier or work simultaneously.

Looking for Something More Specific?

Choose the Professionals You’d Like to Speak With

Already know what type of help you need? Select the LIBA professionals you’d like to hear from.

Additional Specialists are never included automatically. Select them here only when relevant to your situation.

Discuss My Estate & Property Situation

Send one inquiry — you do not need to contact each participating member individually.

You Selected:

Expanded Strategy

First Contact:

Colleen M. Terry, Esq.

Estate Planning / Estate Administration

Your Team:

Colleen M. Terry, Esq.
Andrew Ragusa
Joshua Kreitzman, CPA
Michael Hartzman
Francis Meurer

Colleen M. Terry, Esq. will be your first point of contact. The other professionals will be introduced as their expertise becomes relevant. You will not receive separate calls from the entire team at once.

One Conversation at a Time — You won’t receive calls from an entire team at once. Your designated First Contact will start the conversation and coordinate introductions to the other professionals as their expertise becomes relevant.

By submitting this request, you agree that the LIBA professionals included in your selected strategy may receive your inquiry and that the designated First Contact may contact you.

The professionals you selected are independent, and you are not required to hire or use any participating professional. See our Privacy Policy.

Participating LIBA members are independent professionals and businesses. No referral compensation is exchanged between participating members. Clients remain free to choose any professional or service provider and are not required to use every participating service.