Meet Jason R. Breit, Esq.
Jason was born and grew up in West Islip, NY. Jason founded Jason R. Breit, Esq. P.C. on the belief that the traditional practice of law is often flawed, designed to escalate conflict or be purely transactional.
Jason has chosen to be different, and has implemented a unique method for serving families by educating and empowering them to make informed decisions that best align with their individual needs, goals, and objectives. His mission is to help clients pass on more than just their money and he encourages others to think of estate planning as the best way to live a full and meaningful life.
In addition to Jason’s law practice, he works as a Financial Advisor and has coached and supported other Financial Advisors in several firms.
Jason is an attorney in New York (Admitted 2007). He is a 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).
Jason has earned the Retirement Income Certified Professional (RICP ®) designation from the American College of Financial Services. He also is certified by the Corporation for Long Term Care (CLTC).
How We Are Different
Explaining to you how we’re different requires an explanation of what the “traditional” experience with a lawyer is like. If you’ve worked with a lawyer to prepare estate planning documents for you in the past, this will sound familiar.
- During the traditional experience, you’ll go in and meet with a lawyer, who will oftentimes make things seem very complicated and confusing.
- You have a good idea that your lawyer is smart and seems to know what they are doing, so you’ll nod and answer questions, as if you understand everything. Because you want to do the right thing for your family, you’ll have the lawyer prepare documents for you, and you’ll sign the documents, feeling relieved you got THAT taken care of.
- You’ll take your fancy estate planning binder full of documents home, stick it on a shelf or in a drawer, mark estate planning off your checklist as DONE, feel good and never think about it again.
- Several years later, you’ll refinance your house or sell it and buy a new one and forget that you were supposed to let your lawyer know or make sure you kept the title in the name of the trust.
- Your children will get older, making your guardianship choices outdated, but you don’t want to call your lawyer because you know you’ll get a bill in the mail two weeks later.
- You’ll hear something about a change in the tax law, but you figure you’d surely get a letter in the mail from your lawyer if it was something that affected you, so you don’t worry about it. And, you’d have to dig through boxes to find your trust documents, so you could remember your lawyer’s name and find her contact information. Who has time for that?
- It’s not until you become incapacitated or die, and your family finds the binder you stuck up on a shelf several years before and never looked at again, that they’ll realize your plan is so outdated that it has nothing to do with your life, your assets and the law.
- Your family is at a loss. They don’t know where to turn or what to do, so they contact the same lawyer you used to prepare the documents, who is as happy as can be to probate your assets, which never made it into the trust.
How do I know all this?
Because over my many years of working with financial advisors, I have seen it happen to families and to businesses, and I swore it would never happen to my clients when I created my own firm.
Unfortunately, what I discovered is the estate planning industry was not designed to serve growing families who experience lots of change on their way to success. It was designed to serve 70 and 80-year old’s who were preparing for death.
Our firm prepares you for life
What makes our firm different is that we were built with the needs of growing and changing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity, and you value ease, convenience and efficiency. You may be raising children, and/or caring for elderly parents, while also working hard to build your own nest egg for a lifetime of support. You want to know you’ve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your minor children would be raised by the people you choose, and never by anyone you wouldn’t want, and that your teens and adult children are properly prepared to care for you and what you leave behind.
You want to feel confident that you’ve made the right choices, and handled everything so that you aren’t leaving behind a mess when something happens.
That is our focus as well. We’ve developed unique systems to give you the same access to a Personal Family Lawyer® as was previously only available to the super-wealthy, so you can have the guidance you need to build and maintain a life of prosperity and wealth. And, to keep your family out of court and out of conflict, which is the greatest risk to the people you love and all you have created, even if you’ve already worked with a traditional lawyer or created documents online.
