An experienced estate planning attorney can be a critical advisor for you and your family as you prepare for the future. For more than a decade, our firm, with offices currently in Elmsford, and, formerly, in downtown White Plains, offers much needed estate planning counsel tailored to the particular needs of each and every client who we have served throughout New York and New Jersey.
An estate planning attorney assists clients by guiding them though the process of creating a comprehensive estate plan.
This will include preparing documents such as a will, perhaps a revocable (living) or irrevocable trust, a durable power of attorney for finances, a living will, and health care proxy. These legal documents will help you direct to whom you want to give your assets after you die, as well as to prepare for an unexpected accident or illness that leaves you incapacitated.
An experienced estate planning attorney partners with clients to fully appreciate their circumstances and understand their objectives for their estates.
Our firm has the knowledge and skills to customize a strategy that addresses your concerns and helps to achieve your objectives.
In addition, we will draw on our extensive experience in tax law matters to benefit you and your loved ones. We will have you consider the latest, most innovative trust and estate products that can, under the right circumstances, defer, reduce, or even eliminate substantial estate and related federal and state tax payments.
These are a few of the other ways an estate planning attorney can assist you:
The average person isn’t watching the legislature and the courts in New York for changes in laws that might impact an estate plan, but as experienced estate planning attorneys, we do. This includes issues of New York state and federal estate and income taxation, family law, probate, real property, finance, and healthcare. These laws impact estate plans and are always changing. Only an estate planning lawyer will know about the newest rules, statutes, and regulations.
We will also alert you when it’s necessary to update your estate plan, and anticipate important contingencies. Failing to keep an estate plan current could create monumental issues for family members and loved ones after you’re gone.
Finally, an experienced estate planning attorney can be an invaluable resource for your executor, trustee, and beneficiaries after you pass away to make sure that the probate process in Court runs as smoothly as possible. We are uniquely equipped to help bring your testamentary wishes to fruition.
In many situations, an individual can create an estate plan with an experienced estate planning attorney that avoids the oftentimes cumbersome and expensive probate process altogether.
In many instances, this involves using a trust. You can also gift assets while you’re still alive, retitle property, or set up payable-on-death accounts for things like checking accounts.
There are many tools at an experienced estate planning attorney’s disposal, and how they are applied depends upon your specific situation.
An experienced estate planning attorney is a must to counsel you with your specific family or financial situations. This includes customized planning when your life and your property place your into one or more of these categories:
If any of these situations applies to you, we invite you to reach out to us to get guidance and advice on how to create a complete estate plan. If you don’t, it may create problems for your family after you’re gone.
How Do I Find a Good Estate Planning Attorney?
That’s the key: you want to hire an experienced estate planning attorney, not an attorney who says they can write your will or create a trust. Estate planning and tax attorneys have the experience, skills, background, and specialized knowledge to help you with your specific family and financial situations. You want a legal professional who focuses on this area of law.
Our firm, as experienced estate planning and tax attorneys with an enviable record of successful representations and a broad array of satisfied clients, will devote the majority of or all of our practice to estate and tax planning and probate matters. As your attorneys, we pledge our best efforts and determined advocacy, to make your specific needs, questions, and concerns our priority. As much as anything, we want to give you peace of mind, confident that your estate plans are in good, trusted, and skilled hands.
Our attorneys are licensed to practice law in the states of New York and New Jersey. They are also members of the New York State Bar Association (NYSBA), NYSBA’s Elder Law section, and the National Academy of Elder Law Attorneys (NAELA), and the American Bar Association (ABA).
Contact our law firm, Ely J. Rosenzveig and Associates, P.C. You may email us at [email protected], or call at (914) 816-2900, to discuss how we can help you create or update your comprehensive estate plan, or answer your questions about estate, and tax planning, and administration. It will be our pleasure to assist you.