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Estate Planning

Personalized Wealth Strategies

Everyone has an estate, whether it includes property, financial assets, or personal belongings. Our estate planning services are designed to help you specify in advance who will inherit your assets and who will manage their distribution. By planning ahead, we ensure that your wishes are carried out smoothly and precisely, giving you peace of mind about the future.

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5 Reasons To Do Estate Planning

1. Financial Security

Losing someone will be difficult for any of your beneficiaries, however, having to worry about the financial security of their inheritance doesn’t need to be. With the proper estate planning completed in advance, that may include your last will and testament, revocable trusts, irrevocable trusts or any Medicaid Trusts, your financial assets will remain secure up until the time when they are distributed to your loved ones.

2. Legal Protection

For beneficiaries who are minors, plans and trusts can be put into place to protect their inheritance until they reach New York state’s legal age of 18 years old, or any age you choose. Living trusts are also available if you wish to decide ahead of time how often and how much of the funds are distributed to your child as they grow.

3. Naming Beneficiary

Selecting beneficiaries for your Estate is not always easy, but naming a guardian for your child is perhaps one of the most important. By choosing someone you trust, you can rest knowing your child has the best possible chance for a great life after you are gone.

4. Reducing Taxes

Your Estate may be subject to federal and state taxes, for both you and to whom your assets are bequeathed. We will help determine the value of your assets and guide you through the process to reduce or eliminate as much estate tax as possible.

5. Maintain Property

Even though valuable possessions often go through probate, it may be possible to avoid the process when leaving real estate to a loved one. From naming a second owner of the property now to placing the property into a trust, there are multiple options available to you and your beneficiaries in avoiding probate and federal estate taxes.

Wills

Our Will drafting services ensure that your final wishes are clearly expressed and legally sound. Learn more about Wills

Trusts

Our Trust services help you secure your financial legacy and ensure that your wealth is distributed according to your wishes. Learn more about Trusts

Let’s Craft Your Estate Plan for Peace of Mind

Planning your estate is a crucial step in protecting your assets and ensuring your wishes are respected. Don’t navigate this complex process alone. Contact us today to schedule a free consultation with one of our experienced estate planning attorneys. Together, we’ll craft a comprehensive plan that safeguards your legacy and provides peace of mind for you and your loved ones.