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Estate Planning Attorney in New York and San Diego

Finding the best estate planning lawyer, that you can also trust to guide you through the estate planning process, is crucial. These decisions will affect you and your family for years to come. It can be difficult to find a lawyer who is the right fit for such an important task. You need a lawyer who has a comprehensive understanding of the various issues involved in putting together an estate plan. Elements of an estate plan can include things like minimizing income and estate tax liability, making sure your children are raised by the person or persons you are comfortable with, and inheritances.

Inventive Solutions for Individuals and Families

Inventive solutions means that we understand that when it comes to estate planning one size does not fit all. Rather, each estate plan must, if it’s to be worth the paper it’s written on, accomplish a client’s goals and address their concerns. Each of us and our families are unique. Each estate plan we put in place is unique and that is the foundation of what we do. A lawyer who understands your unique needs can translate this into meaningful strategies and tactics for your future. These strategies and tactics will give you the peace of mind you need in case something ever happens to you. Your clearly articulated estate plan will ensure that your loved ones do not have to worry about anything unnecessary in the wake of a difficult situation.

Effective solutions when you need it most

Some of our clients are parents of young children. These parents aren’t typically concerned with estate taxes but they are concerned with whom will care for their children after they are gone. Other clients have adult children with substance abuse or marital issues. Their concerns have evolved from guardianship to ensuring that the money they leave their loved ones does not cause more harm than good. Still other clients have accumulated great wealth and what they care about most is ensuring that some litigious third party does not take from them what they’ve worked a lifetime for. For each of these clients, arriving at an effective solution, one that accomplishes their goals and addresses their concerns, is of paramount importance to us.

A comprehensive understanding of state and federal laws

With the ever-shifting nature of state and federal estate law, tax issues, and other relevant laws, you need someone who stays up to date on all of these topics and will help to keep you informed not just today but well into the future. Forming a relationship with a knowledgeable and caring estate planning attorney will help you to put together a plan that serves you for many years to come.

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