The Wills & Trusts Firm, LLP

Call 347-201-3850 to set up a consultation.

The Wills & Trusts Firm LLP
347-201-3850

Transparent, Expedient And Cost Effective

Excellence In Estate Planning

Estate planning is critical for protecting your family in the event that the unthinkable happens.

At The Wills & Trusts Firm, LLP, we provide high-caliber estate planning services for a flat fee. Based out of New York City, we serve clients in the surrounding region, including Westchester County, Dutchess County and Ulster County. With decades of experience between them, our estate planning attorneys get to know you personally so they can address all concerns that apply to you, including:

Learn more about us by speaking with one of our New York estate planning lawyers today.

Protecting Your Assets Through Estate Planning

Estate planning is essential for protecting your assets from potential risks such as creditors, lawsuits and taxes. By using the right strategies, you can safeguard your wealth and pass it on to your family. Some of the most effective methods include:

  • Trusts: Creating a trust, especially an irrevocable trust, helps protect your assets. By transferring certain assets into the trust, they are removed from your estate and become harder for creditors or legal claims to reach. This provides long-term security and helps ensure your assets are distributed as you wish.
  • Medicaid planning: Planning for Medicaid helps protect your estate from being consumed by potential long-term care costs. This allows you to preserve key assets while still qualifying for government program assistance.
  • Tax reduction strategies: Estate planning offers tools like gifting or charitable trusts, which can reduce taxes on your estate. These strategies keep more of your wealth intact for your beneficiaries.

Incorporating these and other measures into your estate plan helps you maintain control over your assets and avoid unnecessary legal or financial complications.

Do Not Wait To Plan

Delaying your estate plan can lead to serious risks for you, your family and your assets. Many people postpone this important task, thinking there is plenty of time, but life is unpredictable. Failing to plan can result in:

  • State-imposed distribution: Without an estate plan, state laws will determine how your assets are divided, which may not align with your wishes.
  • Family disputes: Without a clear plan, loved ones may face confusion or disagreements about how assets should be handled. A well-structured estate plan prevents conflict by clearly outlining your intentions.
  • Missed protection opportunities: Procrastinating can mean missing out on chances to protect your assets through trusts, minimize tax burdens or preserve your wealth for future generations.

We provide customized estate planning packages that fit your unique needs and circumstances. Whether you need a basic will or a more comprehensive plan involving trusts and asset protection, we tailor our services accordingly. Estate plans also need updating over time, especially as life events like marriage, the birth of a child or financial changes occur. We can assist you with keeping your wills, trusts and other documents current as your situation evolves.

Packages Are Better, Not Basic

We offer flat-fee estate planning packages. With that said, our packages are not cookie-cutter or basic. We tailor our services to suit your specific needs. For those who want a simple estate plan, we can make a customized version of standard estate planning documents such as a last will and testament and a power of attorney. Depending on the value of your estate, your package may include a greater focus on asset protection practices and how to minimize estate taxes.

Don’t Procrastinate – Talk To A New York Estate Planning Lawyer Now

There is no better time to create an estate plan or update an existing plan than today. Please contact our Manhattan law office at 347-201-3850 or send us an email to schedule your initial consultation.