Organization: OATH – Long Island Estate Planning & Investment Attorneys
Industry: Financial Services / Accounting Firms

OATH is a boutique financial services and legal advisory firm that focuses on estate planning, wealth preservation, and investment strategies for individuals and families across Long Island and beyond. Specializing in estate and trust planning, the firm provides tailored solutions that align clients’ legal and financial goals for long-term security and generational wealth transfer. By combining deep legal expertise with a strategic financial lens, OATH offers integrated guidance in managing assets, minimizing tax exposure, and ensuring a legacy that reflects the client’s intentions.

Unique in its holistic approach, OATH not only drafts legal estate documents but also coordinates them with clients’ investment objectives—bridging the gap between legal planning and financial execution. Their services are particularly well-suited for high-net-worth individuals, business owners, and families planning for intergenerational asset transfer. The firm maintains a client-first philosophy and prides itself on building lasting relationships based on trust, clarity, and education.

OATH is known for its commitment to transparency and community engagement, frequently offering educational webinars and resources to help demystify estate and financial planning. With a focus on family-centered outcomes, they guide clients through complex planning with compassion and precision.

Website: https://www.oath.law/

Key Services:

– Estate planning and legal document drafting (wills, trusts, powers of attorney)
– Asset protection and wealth preservation strategies
– Investment advisory integration with estate planning
– Trust administration and probate support
– Business succession planning
– Tax-efficient wealth transfer strategies
– Family legacy and charitable planning
– Elder law and Medicaid planning