Probate and Estate Planning
New Rochelle Estate Planning and Probate Attorneys
Crafting a lasting legacy is the essence of estate planning.
At the law offices of Marcus Ollman & Kommer, LLP, in New Rochelle, New York, our estate planning lawyers thoughtfully and respectfully guide individuals and families in preparing for a smooth transfer of assets to the next generation. To schedule a consultation, contact our law offices.
Since 1979, people looking to establish a solid financial future for their heirs have relied on the experience of the attorneys at Marcus Ollman & Kommer, LLP in New Rochelle, New York. We identify the unique goals of our clients and create workable estate plans designed to meet those goals. Our lawyers also represent clients in probate court after a family member has passed away.
Comprehensive Estate Planning Legal Services
Estate planning includes drafting wills and trusts, but encompasses so much more. It puts the creator of the estate planning in the decision-making role, rather than leaving it to the state to decide how assets will someday be distributed. Careful estate planning may also protect your hard-earned assets from unnecessary estate taxes, nursing home expenses and legal fees related to will contests. Clearly outlining who gets what can also prevent family conflict and disputes.
Estate planning is not only about what happens to property after death. It also has to do with making decisions to protect your quality of life and independence later one. Our estate planning attorneys help clients make clear determinations related to health care in the event of future physical or mental incapacitation. Healthcare proxies and powers of attorney enable an individual to designate a personal representative who will make key decisions on their behalf. By naming giving someone power of attorney or naming a healthcare proxy now, you can be confident that someone you trust will act for you if you cannot act for yourself.
Part of our success at Marcus Ollman & Kommer, LLP, in developing estate plans involves bringing in experts from the insurance industry. Life insurance, Medicaid planning and long-term care issues must be addressed within the estate plan as well.
Identifying Your Estate Planning Needs
At your first estate planning meeting at the law office of Marcus Ollman & Kommer, LLP, we will assess your financial situation and advise you on how to properly develop an estate plan. Our services go beyond the mere drafting of a will or other documents. Many clients come to us unsure of what they need related to finances, healthcare issues, and family needs. We help them decide where assets will be directed and how to account for any unique requirements. For example, a special needs trust can provide support for a disabled child without jeopardizing Social Security disability benefits or other state aid. A spendthrift trust may prevent an unreliable child or relative from spending the money he or she receives quickly or unwisely.
Representing Clients in Probate Court
In many cases, no comprehensive estate plan is in place, and clients call upon us for probate administration needs after the death of a loved one -- with or without a will. Many times, the lack of an estate plan can create disputes in a family over money and property. We meet with families who may be grieving and may not capable of making the best decisions. When handling the probate of an estate, our job is to represent the descendants of the deceased, and to ensure that the assets and property are fairly and legally distributed, either according to the last will and testament or according to New York law (if there was no will).
Contact Us
For more information or to schedule an appointment with an experienced lawyer regarding wills, trusts, powers of attorney, guardianships, living wills, or probate matters, please contact us.
