Auriesville, New York Estate Planning Lawyers
Rome, NY 13440
When performing consultations, Jennifer pulls from over 20 years of legal experience to assess potential and existing clients’ unique situations and provide guidance on how to move forward. At Tully Rinckey PLLC, she has concentrated her practice on family and matrimonial law, elder law, estate planning and real estate law. She has also handled bankruptcy, business law and private...
Mackay, Caswell & Callahan, P.C handles various IRS and New York State tax controversies including IRS Audit Strategies and Defenses, Enforced Tax Collection (Notices of Levy & Notices of Lien), Offers in Compromise, Innocent & Injured Spouse Relief, Responsible Person Assessment Defense, Tax Court, IRS...
New York, NY 10016
Rochester, NY 14604
East Syracuse, NY 13057
Watertown, NY 13601
Utica, NY 13502
I am honest and fair in my charges. I am particular in what matters I take on and will not take on any and every matter that walks in my door. I expect cooperation and a positive attitude from my clients so that I may...
Delmar, NY 12054
Mr. Carey advises businesses on tax and transactional matters and counsels business owners on the development of business succession strategies as part of a comprehensive estate and wealth preservation plan. He regularly advises on tax matters, including business, trusts, estates and personal income taxation; and represents clients in tax disputes with state and federal tax agencies and in the U.S. Tax Court.
Mr. Carey teaches and lectures on accounting,...
Estate Planning Lawyers in Nearby Cities
Estate Planning Lawyers in Nearby Counties
Auriesville Estate Planning Legal Aid & Pro Bono Services
Fulton County Office for Aging
Montgomery County Office for Aging, Inc.
Planning your estate?
Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.
An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.
Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.
Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.
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