New York Estate Planning Blog

Estate Planning Law Firm Serving New York

Category: Estate Planning

Estate planning services refer to the process of managing and distributing one’s assets and properties after their death, in a way that ensures the smooth transfer of wealth to the intended beneficiaries while minimizing taxes and other expenses. Estate planning services may include drafting legal documents such as wills, trusts, and powers of attorney, as well as providing guidance and advice on strategies for asset protection and wealth transfer. These services may be provided by lawyers, financial advisors, or other professionals with expertise in estate planning. Effective estate planning can help individuals achieve their long-term financial goals and provide peace of mind for themselves and their loved ones.

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Clients with sufficient wealth to leave them exposed to future estate tax burdens need to understand that the time to …
New York City tax planning
Scams targeting the elderly are becoming more rampant. Protect the finances of aging loved ones in New York with asset …
New York asset protection planning
National Estate Planning Awareness Month is a reminder to take control of your future by creating an estate plan that …
Estate Planning Awareness Month is a great time to work with a attorney new york city
Learn five important things parents should know about the probate process in New York how to prioritize estate planning so …
what New York parents should know about probate
An annual review of beneficiary designations should occur while you and your estate planning attorney review your estate plan. It’s …
A couple reviewing their beneficiary designations online
Ensure your child's future with financial and legal planning for college. Learn savings options for education costs and protect your …
financial and legal planning for college expenses
Planning for incapacity is an important part of your estate plan. It makes it possible for your family to take …
New Yorkers learning about the importance of maintaining Independence as You Age
Uncovering family stories is vital for preserving your family's legacy. Elizabeth Keating's book, The Essential Questions, highlights the importance of …
Sharing family stories to ensure our legacy in New York City
Learn the importance of integrating life and disability insurance into your estate plan, including insights on choosing between term, whole, …
A family in the city who know that life insurance and estate planning go together