Good estate planning ensures that in the event of incapacity or death, your legacy of hard work, savings and investing is protected. A good estate plan achieves your objectives at the lowest possible financial and emotional cost. The alternative to a poorly prepared estate plan or no plan at all is allowing your estate to be administered under the laws of the state where you reside. Without proper planning, the estate can be subject to challenge, unnecessarily high taxes and other costs.
We counsel our clients in estate planning including drafting and reviewing wills, trusts and certain lifetime transfers. We advise trustees and executors on fiduciary duties. We help executors and administrators navigate complex probate laws, as well as present matters before the surrogate’s court. We also draft powers of attorney, living wills, healthcare proxies and guardianship applications. When necessary we also litigate estate issues including wills and trust cases, accounting proceedings, missing assets issues, probate and administration issues and wrongful death cases. Regardless of whether it is a simple or complex estate we provide the same individualized attention and empathy to all our client’s matters.