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Estate Planning & Trusts

How your property will be distributed upon your death is the basic premise behind estate planning. Although a person’s will and/or trust establish how they would like their property to be distributed, a proper estate plan includes a thorough analysis of your assets and how each of your accounts and property are titled. Our attorneys are familiar with the many tools available which can reduce estate taxes and perhaps even avoid the probate process altogether.

Another important part of lifetime planning includes three essential documents: Durable Power of Attorney, Health Care Proxy, and Living Will. These documents are vital to insure that your financial and health care needs are met if you are suddenly unable to take care of your own affairs.

One of our attorneys will be happy to assist you in reviewing your current documents to make sure they are up to date and that your needs are thoroughly covered.

 

 

 

 

 

 

 

 

Legal Services

*NY and FL Services

The information contained on this website should not be construed as legal advice since each person’s planning is unique to their personal situation and circumstances.