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Estate Planning

 

Clients often find it difficult to plan their estates.  The reasons are many, among them are the discomfort of discussing death or disability, complications that attend some family structures, and simply, the hectic lives most people lead.  While preparation for retirement or end-of-life is often difficult to face, discussing these issues and making the right decisions with your estate planning lawyer is necessary and can also be a huge relief.

It is our goal to make the process as easy as possible, from the first meeting, to the last transfer of assets.  Effective estate planning ensures that your assets are distributed according to your wishes in an expeditious manner and, at the same time, that the amount of taxes paid from your estate is minimized.

Our Expertise

Estate planning is a specialty of our New York law firm.  We have more than 60 years of combined experience helping clients decide what works best for their financial circumstances.

Estate Planning Options

Any number of methods may be used to achieve effective estate planning including wills, various types of trusts, outright gifts and charitable contributions.  We will explain the options that are appropriate to your unique situation and tailor a plan suited to your individual needs.

Elder Law

We will assist you and your family to deal with the potential for future diminished capacity by having in place:

  • Durable power of attorney
  • Living will
  • Designation of a health care proxy
  • Special needs trust
  • Long-term care insurance

If appropriate, we also advise on guardianship issues or Medicaid planning.  Making decisions ahead of time regarding financial and healthcare choices will give your family peace of mind.

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