Wills & Probate

Estate planning is essential to protect families, and we are committed to implementing an estate plan that will fulfill our client’s wishes and ensure their assets are protected for the next generation.

Will & Probate Lawyers in Upstate NY

Everyone should have a will, health care proxy, living will, and durable power of attorney to assist their loved ones in the event of a crisis. How will your estate be distributed after you die? Who will care for your children if something happens to you? How can you ensure that your wishes for your health care and financial affairs will be carried out if you are incapacitated? These critical issues can be addressed at a very modest expense.

Every family is unique, with different goals regarding their estate. Estate planning is essential to protect families, and we are committed to implementing an estate plan that will fulfill our clients’ wishes and ensure their assets are protected for the next generation. This includes preparing wills, trusts and advance directives, as well as reviewing beneficiary designations and the titling of assets to allow a smooth transition of assets to the ultimate estate beneficiaries.

Will & Probate Resources

Resources
Trust in Planning – The Advantages of a Trust
Trust in Planning – The Advantages of a Trust

Have you wondered what you can do now to plan for the future of your family? Do you need a Will? What is a Trust? What are the advantages of a Trust?

What does it mean to probate a will?
What does it mean to probate a will?

For most people, when they name someone as the Executor of their Will, they believe that is all their chosen person will need to begin handling their estate when they pass away. However, this is not the case. In fact, there’s an entire process, known as probate, which must take place to name the Executor.

NYS Statutory Short Form Power of Attorney
NYS Statutory Short Form Power of Attorney

Out With the Old, In With the New: Changes to the NYS Statutory Short Form Power of Attorney. This blog dives into the changes to the new form.

Wills vs Trusts: What are the Differences?
Wills vs Trusts: What are the Differences?

What is the difference between a Will and Trust? A will is a written document that expresses a decedent’s final wishes.

A trust is a legal document that is created during a person’s lifetime. It is a right to money or property that is held in a fiduciary or trustee relationship by a person or a bank for the benefit of another.

Updating Your Will Package
Updating Your Will Package

There are numerous reasons why executing a will package serves your best interests. However, what happens when years pass by and circumstances change? In this blog, we examine the benefits of updating your existing will package.

Remote Will Execution
Remote Will Execution

When a global pandemic strikes, firms and their clients must adapt to execute this vital document without physically convening, yet with the formalities required by law.

Will Package Execution
Will Package Execution

Many of us do not contemplate the logistics of dying. However, the decisions we make regarding our person and our estate may have lasting and significant impacts – not only on ourselves but also on the family, friends and finances we leave behind when we pass. One way individuals can put their worries to rest is by executing a will package.