Estate Planning is the process of making sure that your loved ones inherit your assets with as little time and expense as possible. When preparing an estate plan for our clients, we are aware that we are doing more than putting together legal documents – we are also offering peace of mind.

Leave your assets to your loved ones, appoint guardians for your children, save taxes, and appoint a trusted person to finalize your affairs after you pass.

Get the Medicaid care you need while protecting your assets for your loved ones. Protect your home from Medicaid liens and Medicaid estate recovery with Medicaid Trusts.

Applying for Medicaid can be time consuming and confusing. Small mistakes can cause expensive problems. Allow our firm to assist you with the application process to help get you Medicaid as soon as possible.

If a person is no longer capable of handling their own affairs, the court can appoint a guardian to assist.

Make sure that your loved ones can continue their lifestyle if you pass. We work with financial professionals to help protect your family.

Save more of your assets for your loved ones instead of the IRS. We can help save your estate from paying avoidable taxes.

Appoint a trusted agent to make your health care decisions if you are not able to.

Living wills allow you to specify which medical procedures you would like in the event that you can not make the decisions yourself. While a health care proxy allows you to appoint an agent to make decisions, a living will instructs the agent what you would like done.

Who will take care of your finances if you become ill or incapacitated? An agent under a durable power of attorney can take care of your finances when you need it most.

We prepare wills, trusts, health care proxies and powers of attorney to make sure that you are protected in all eventualities.







Estate Planning is a strategy to distribute one’s assets after death. Usually involving a will, there are several possible legal paths of protecting one’s estate.
In New York, An estate is all property and assets owned. It includes both real property (like a home) and personal property (bank accounts, investment etc).
Estate planning allows you to make the transfer of ownership to your loved ones as easy and inexpensive as possible. With proper planning, estate taxes, court fees, and legal fees can be reduced.
While a will is not required by law. There is no reason NOT to have one. A will allows you to prepare in advance your requests and desires for the distribution of your assets.
Generally it is a good idea to hire an estate planning lawyer to assist in creating a will. There are certain legal requirements involved in creating a binding will. The larger your estate is the more important it is to properly plan in advance and spend the time considering how to structure your will.
In the state of New York there is an estate tax, additionally, there is a federal estate tax. Without properly planning, structuring, and protecting assets, the taxes and fees involved with inheritance can be significant.
