ESTATE PLANNING

Estate Planning Services

Estate planning is about more than creating a will—it’s about protecting your assets, providing for your loved ones, and ensuring your legacy reflects your values. It’s the cornerstone of financial security during your lifetime and the foundation for leaving a meaningful legacy.

Whether you’re looking to create a trust, minimize taxes, or plan for long-term care, having a comprehensive estate plan is essential. Estate planning and retirement planning are closely connected, working together to safeguard your wealth, support your financial goals, and preserve resources for future generations.

Why Do You Need an Estate Plan?

• Protect Your Loved Ones: Ensure your family is cared for and minimize potential disputes.

• Preserve Your Legacy: Create a plan that reflects your values and priorities for future generations.

• Align with Retirement Goals: Integrate your estate plan with your retirement strategy to maximize financial security during your lifetime and leave a lasting legacy.

• Not sure where to start? Click here to explore our “Who Needs What” guide and discover the documents and strategies tailored to your unique needs.

Key Estate Planning Services

• Wills and Revocable Trusts

  • Drafting wills to ensure your wishes are carried out and creating trusts to protect assets, reduce taxes, and streamline wealth transfer.

• Medicaid Planning

  • Protecting your life savings from long-term care costs through Medicaid Asset Protection Trusts (MAPTs), strategic lookback planning, and safeguarding the family home from nursing home recovery. Starting early gives you more options and stronger protection.

• Powers of Attorney and Healthcare Proxies

  • Establishing documents that empower trusted individuals to make financial and healthcare decisions on your behalf if you become incapacitated.

• Transfer-on-Death (TOD) Deeds

  • Preparing TOD Deeds so real estate can pass directly to beneficiaries without probate, simplifying the transfer process and reducing delays and expenses for your loved ones.

• Tax-Efficient Estate Strategies

  • Designing plans to minimize federal and New York estate taxes, ensuring more of your wealth benefits your heirs and charitable causes.

At your initial consultation, you'll have the opportunity for us to prepare an attorney-prepared power of attorney and health care proxy for you, free of charge. Click below to schedule an appointment today.