Estate Planning

Estate planning is the practice of controlling your assets during your life and after your death.
The primary objectives of Estate Planning are to 1) Ensure you will be able to provide for you and your family; 2) Direct your assets to the people or organizations that you choose, and 3) Achieve your objectives with the minimal amount of taxes, expense, and interference.

An estate plan may include a plan for investments to meet your retirement needs, financing for your children's education, and to provide assistance to elderly parents. Tax issues will impact your estate plan and should also be considered. Protecting your family in the event of your premature death or very long life should be considered. If you have amassed significant assets you will want to hold your assets so as to minimize the threats from litigation.

Compare: Estate

Estate Planning Glossary

The information on this site is not legal advice, it is Attorney Advertising intended to educate potential clients about their need for legal advice and assist them in obtaining a lawyer appropriate for those needs. Use of this site does not create an attorney-client relationship and is subject to the Terms of Use. Every case is different and every person should consult a lawyer to assess their particular case.  If you think this office can assist you please contact us for a free consultation. Prior results do not guarantee a similar outcome.

 

 

 

211 West Jefferson St., Suite 22
Syracuse, NY 13202 

(315) 364-1155 (Phone)
(315) 254-2024 (fax)