Poughkeepsie, New York Estate Planning Lawyers
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- (845) 876-6266
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Free Consultation! Skilled Estate Planning Lawyer! Experienced & Understanding!
- (845) 897-4700
- Free Consultation
Effective estate, business and asset protection planning can only occur when the client truly understands their goals and objectives. Only then can we engage in a discovery process that can turn the client's hopes and dreams a reality. Our counseling-based approach is designed to make sure that the plan design is client driven, rather than attorney driven. Our maintenance plan helps ensure that the client's plan stays up-to-date though the many legal and life...
Mr. Miller is a member of Elder Counsel and the National Academy of Elder Law Attorneys. He is also a member of the Elder Law and Special Needs Section and Trusts and Estates Law Section...
Public service has been a very important part of Suzanne's life. Suzanne serves as the attorney consultant to the Long Island chapter of the non-profit organization Every Child Matters. She has been a member of the local PTA...
Poughkeepsie Estate Planning Legal Aid & Pro Bono Services
Dutchess County Office for the Aging
Ulster County Office for the Aging
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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