Estate Planning in Central New York: Which Type of Plan Do You Need?
Traditional Planning · Medicaid Planning · Business Succession
Six Types of Estate Planning We Handle
Traditional Estate Planning
Handling all matters regarding Wills, Health Care Proxies, Living Wills, Powers of Attorney, Revocable and Irrevocable Living Trusts.
Modern Family Planning
Handling all matters specific to single people, unmarried couples, blended families, LGBT and planning for pets.
Medicaid Planning & Long-Term Care Planning
Pre-crisis planning pertaining to protection of assets from Nursing Homes and ensure eligibility for Medicaid if needed.
Asset Protection Planning
Protection of assets from the Government, Taxes, Lawsuits, and Nursing Homes, divorce, bad business ventures and predators.
Business Succession Planning
Protection of business interests and ensure effective plan in place to continue business if unanticipated incapacity or death of principal. Help business owners explore tax efficient options to sell their business and minimize taxes or transfer it to next generation and to preserve their financial security.
Advanced Tax Planning
Handling all matters concerning potentially large income or estate taxes. State of the art strategies that permit individuals to minimize taxes but maintains control and financial security. We help identify family strengths and goals for 1, 2, 3 or more generations while protecting a lifetime of assets for future generations and from their indiscretions.
I Need An Estate Plan!
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