Estate planning is the process of preparing, coordinating, and arranging your personal and financial affairs during your lifetime. Think of estate planning as a way of putting all the puzzle pieces together. A NYC estate planning attorney can help you assemble the pieces of your financial puzzle.
This is usually done by preparing Wills, Trusts, and Advance Directives, which includes a Power of Attorney. This is also accomplished by ensuring that your Executor / Administrator / Trustee has access to all of your assets, including your Digital Assets.
How can a NYC Estate Planning Attorney Help You?
Every individual has different goals. Some individuals want to ensure that their assets pass in accordance with their instructions after their death. This is usually done with a Will or a Trust.
Others wants to avoid probate in its entirety at all costs. This is usually done with either a Trust or beneficiary designations. Still, others want to ensure that their business assets are transferred in a tax advantageous manner. This can be accomplished by engaging in Business Succession Planning
Certain people want to reduce or eliminate their estate, gift, and generation skipping tax burden. This is done through Wealth Planning techniques.
At the end of the day, the common goals are the same. Individuals want to be able to pass their assets down to the next generation. An estate planning attorney will sit with you to discuss your goals and to provide customized solutions to accomplish those goals.
Our goal is to simplify your life and assist you with your endeavors. We strive to provide you with a customized plan to fit your individual needs.
