Estate Planning

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Planning Ahead Doesn’t Have to Be Complicated

Estate planning isn’t just for the wealthy—it’s for anyone who wants a say in what happens to their property, their children, or their health decisions. We help individuals and families across New York City and the Greater Hudson Valley create clear, legally sound estate plans that protect what matters most. Whether you’re updating an old will or starting from scratch, we’ll walk you through every step in plain language.

What We Help You Put in Place

We draft and explain essential estate planning documents, including:




We tailor each plan to your specific needs—no boilerplate templates or confusing jargon.

Common Life Moments That Call for Planning

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Buying a home
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Getting married or divorced
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Having or adopting children
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Starting a business
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Caring for elderly parents or special needs dependents
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Retiring
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Being named an executor or trustee

Even if none of these apply yet, it’s never too early to get basic documents in place—and we’ll make sure you understand why they matter.



Focused on Families in NYC & the Hudson Valley

We’ve worked with young couples in Brooklyn, retirees in Putnam County, and professionals across the Bronx, Dutchess, and beyond. We know the local courts, inheritance rules, and what makes a plan legally effective in New York. You’ll leave with a complete understanding of your documents—and the peace of mind that comes with knowing your affairs are in order.

Frequently Asked Questions

  • Do I really need a will if I don’t have a lot of money?

    Yes. A will isn’t just about money—it ensures your belongings go to the right people and names guardians for your kids. It also makes life easier for your family during a difficult time.

  • What’s the difference between a will and a trust?

    A will goes into effect after you die and usually requires probate. A trust can take effect during your life, avoids probate, and offers more control. We’ll explain which makes sense for you.

  • Do I need a power of attorney?

    Yes. If you become unable to handle your finances, a power of attorney allows someone you trust to step in. Without it, your family may need to go to court to get guardianship.

  • Can I update my estate plan later?

    Absolutely. Your plan should change as your life does. We offer simple updates when needed—whether it’s adding a child, changing an executor, or adjusting a trust.

Let’s Create a Plan That Works for You

Estate planning doesn’t need to be stressful. We’ll help you put everything in place now—so your family doesn’t have to figure it out later. Call today to schedule a consultation with an attorney who will take the time to understand your goals and walk you through the process.

Let us Know How We Can Help

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