LIFT Planning Attorney Serving Long Island Families

Lifestyle, Insurance, Financial & Tax Planning, Included in Every Estate Plan

LIFT stands for Lifestyle, Insurance, Financial, and Tax planning. At Jason R. Breit, Esq. P.C., it's built into every estate plan we prepare for Long Island and New York City families — not sold as a separate service, and not billed as an upsell.

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More Than Just Documents

Most estate planning attorneys hand you a set of signed documents and consider the job done. We think that misses the point. A will and a trust only work well if they're coordinated with the rest of your financial life — your insurance coverage, your retirement and investment strategy, and your tax exposure. LIFT Planning is how we make sure all of that is actually working together, not sitting in separate silos.

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Access to multiple top-rated insurance carriers

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LIFT Planning stands for Lifestyle, Insurance, Financial, and Tax planning.

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LIFT Planning is included in every estate plan Jason R. Breit, Esq. P.C. prepares, at no additional charge.

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Jason R. Breit, Esq. P.C. offers LIFT Planning to families in Garden City, Huntington, Massapequa, greater Long Island, and New York City.

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Jason R. Breit is a licensed New York attorney who also works as a Financial Advisor, holding the RICP® designation and CLTC certification.

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LIFT Planning is reviewed alongside the rest of your estate plan at no charge at least once every three years.

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Free consultations are available by Zoom or in person for LIFT Planning and every other service the firm offers.

What LIFT Planning Covers

Long-term care planning helps prepare for healthcare, caregiving, and extended-care expenses so future planning feels more stable and less reactive.

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Long-Term Care Planning

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Lifestyle Planning

Making sure your plan reflects how you actually want to live — now, and as your circumstances change.

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Insurance Planning

Reviewing your coverage to identify gaps that could otherwise undo the protection your legal documents provide.

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Financial Planning

Coordinating your estate plan with your broader financial picture — retirement accounts, investments, and long-term goals.

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Tax Planning

Identifying strategies to reduce unnecessary tax exposure, both during your lifetime and for what you leave behind.

Why LIFT Planning Is Included, Not an Upsell

Every level of planning we offer — whether you're just getting started or need a more robust, established-family plan — includes LIFT Planning as part of the same fixed fee. We built the firm this way because Jason Breit's own background is both legal and financial: in addition to being a licensed New York attorney, Jason works as a Financial Advisor and has coached other financial advisors, so LIFT Planning isn't an outside referral — it's built into how we think about every plan from day one.

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What Our Clients Say

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Serving Long Island and New York City

Long Island estate planning attorney Jason R. Breit is based in Melville and incorporates LIFT Planning into every estate plan to help families organize their legal, insurance, financial, and tax information. Jason serves families throughout:



Jason offers free estate planning consultations at his Melville office or remotely by Zoom, making personalized estate and LIFT Planning accessible to families throughout Long Island and New York City.

Frequently Asked Questions

  • What is LIFT Planning?

    LIFT Planning stands for Lifestyle, Insurance, Financial, and Tax planning, and it's a coordinated review of those four areas included in every estate plan Jason R. Breit, Esq. P.C. prepares.

  • Does LIFT Planning cost extra?

    No. LIFT Planning is included in every estate plan at no additional charge, regardless of which level of planning you choose.

  • Who provides the LIFT Planning review?

    Jason R. Breit is both a licensed New York attorney and a Financial Advisor, holding the RICP® designation and CLTC certification, so LIFT Planning is built into the firm's own process rather than outsourced.

  • Is LIFT Planning available to families outside Long Island?

    Yes. LIFT Planning is available to families in Garden City, Huntington, Massapequa, greater Long Island, and New York City, with every consultation also available remotely by Zoom.

  • Why does LIFT Planning matter if I already have a will and a trust?

    Legal documents work best when they're coordinated with your insurance coverage, financial plan, and tax exposure — LIFT Planning makes sure those pieces are actually working together instead of sitting separately.

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A Plan for Your Whole Life, Not Just Your Documents

Free consultations are available by Zoom or in person for families across Long Island and New York City.

LIFT Planning included at no extra charge. Fixed fees, agreed in advance. Free three-year reviews.