Hudson Valley Wills and Trusts Lawyers
At the Hudson Valley law firm of Tarshis, Catania, Liberth, Mahon & Milligram, PLLC, our Newburgh attorneys counsel and represent individuals and families in estate planning matters. Our clients include many individuals who have carefully built up their assets and achieved a degree of success. Unfortunately, people no longer enjoy a guaranteed comfortable retirement or a sizeable estate to pass along to their loved ones. It is important that they seek out counsel and advice to protect their futures and their families.
Our Estate Planning Services
Our wills and trusts lawyers help clients plan for the future. There is no single solution that works for every client; estate plans need to be tailor made to fit the individual's circumstances and goals. Consequently, we may do any or all of the following:
- Draft a will
- Establish a trust, including living trusts
- Set up a college fund
- Review retirement resources
- Prepare medical and durable powers of attorney
- Prepare a health care directive
- Evaluate long-term health care options
- Establish a guardianship or choose a guardian
- Advise and represent them during the probate process
We also help clients develop plans for long-term care, including identifying the appropriate type of care, coordinating financing and funding efforts, and working to ensure that our clients and/or their loved ones receive the best care, both now and in the future.
Because of our extensive involvement in tax matters for individuals and businesses, our law firm is well positioned to advise clients about minimizing exposure to state and federal income and estate taxes.
Our law firm helps clients determine how to equalize asset distribution to children. This often requires us to dig deep into a client's financial and family situation, engaging in a conversation that allows us to identify ways to navigate this potential family minefield.
Handling Estate Planning for Middle Income and High-Asset Clients
Our estate planning services range from the straightforward will that fits the needs of most middle-income people to the complex estate planning and asset protection that is needed by people with significant assets. A complex estate does not necessarily equal lots of money; it can also involve tangled family relationships. Whatever our clients' circumstances, our lawyers can help secure their futures, preserve their assets and protect their families.
For more information, contact our Newburgh estate planning lawyers. Call Tarshis, Catania, Liberth, Mahon & Milligram, PLLC, at 888-719-4746 to schedule an appointment with an experienced New York attorney.
