Wills, Trusts and Estate Planning Law Firm, Westchester County, New York
You work hard all your life to save for your retirement, a rainy day and to insure that you can pass your savings on to your loved ones. Worrying about estate taxes and ensuring that there is enough money to care for your family after you have gone and that the estate planning documents you created reflect your wishes properly should be the least of your worries.
An attorney, such as the Westchester County, NY law firm of Plan Today for Tomorrow, to help you prepare your wills, trusts and estates that will ensure your plans are executed properly to protect you, your family and loved ones.
Contact Salvatore M. DiCostanzo, Esq. to help you protect your estate or Call us at 914-925-1010 (Rye Office) or 914-925-2440 (Yorktown Heights Office) to schedule a consultation.
Protect Your Assets, Minimize your Taxes
Many people are unsure as to whether a Last Will and Testament (“Will”) is sufficient to accomplish their estate planning goals and objectives or if a Revocable Trust (“Trust”) is the more pertinent planning technique. A Will must be probated upon the death of an individual unless all of the assets of the decedent pass by operation of law (e.g. joint accounts or accounts having beneficiaries). A Trust does not need to be probated. However, it carries an administrative burden during your lifetime and for a Trust to be effective all of your assets must be transferred to the Trust during your lifetime such as your bank accounts, house, etc.
Whether you are estate planning or want to create a Will or Trust, the attorneys at Plan Today for Tomorrow have the experience and knowledge to help you choose the right plan to protect your assets and minimize your tax consequences.
Our Estate Planning Tools
Some of the Estate Planning tools at our disposal include:
Revocable Living Trusts
Irrevocable Life Insurance Trusts
Irrevocable Medicaid Asset Protection Trusts
These are just a few of the estate planning tools at our disposal when addressing your planning and financial situation.
It is also important to understand that while protecting and preserving your savings it is also important that your documents are in order to properly handle your health care and financial affairs.
Whether you currently have an Estate plan or have questions about your Estate plan the Westchester County, NY attorneys at Plan Today for Tomorrow are here to assist you in way we can. We also serve Rockland, Putnam, Dutchess, and Orange Counties, New York City (Manhattan, Queens, Brooklyn, Staten Island, Bronx), Nassau County and Suffolk County. Call us at 914-925-1010 (Rye Office) or 914-245-2440 (Yorktown Heights Office) to schedule a consultation or complete our online form.
“I knew my "papers" had to be updated so a friend gave me the name of the best eldercare lawyer in town - Salvatore M. Di Costanzo. He was very patient, helpful and every one of my wishes and needs were executed to my satisfaction. Now I can relax and my children will have no problems when the days come.”
– Denise S.–Estate Planning