We create personalized estate plans that provide peace of mind and protection to families
Our firm works with individuals and families to devise a valid estate plan to protect your assets and loved ones. We can create a personalized estate plan including wills, trusts, power of attorney, and healthcare directives to give you peace of mind that you have done everything to protect those that you love and alleviate some of the stress in an already emotional situation.
We offer the following services:
- Last Will and Testaments
- Revocable and Irrevocable Trusts
- Life Estate Deeds
- Asset Transfers
- Living Wills and Healthcare Proxies
- Durable Power of Attorney
- Medicaid Planning
- Planning for blended families and LGBT couples
Do you need an estate plan?
- Are you estranged from your children? Do you wish to disinherit a child? or wish to give one child more than another?
- If you answered yes, then you need to consult with an attorney to discuss your estate planning options.
- Are any of your children disabled or collecting government benefits?
- If you answered yes, then you should consult with an attorney to discuss options to pass on your legacy to your child without disqualifying them from receiving benefits.
- Is it your wish to leave part of your estate to a charity?
- If you answered yes, then you need to consult with an attorney to discuss your estate planning options.
- Is the value of your estate above the New York State Estate Tax Threshold, which for 2019, is $5,740,000.00 (Federal threshold is $11,200,000.00 for 2018)?
- If you answered yes, then you need to consult with an attorney to discuss your estate planning options.
- Do you wish to leave part of your estate to someone other than a family member or someone who would be entitled to a distribution under the NY EPTL?
- If you answered yes, then you need to consult with an attorney to discuss your estate planning options.
- In New York, the only person you cannot entirely disinherit is your spouse. Spouses can only be disinherited where there is a legal agreement between both spouses “waiving” their respective rights to the other’s estate.
- If you answered yes, then you need to consult with an attorney to discuss your estate planning options.