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Connecticut Phone: 203-661-5222 | New York Phone: 914-397-2400 | Florida Phone: 239-302-2768

Your Leading Estate Planning, Taxation, Real Estate and Trust & Estate Litigation Firm.

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September 2019 Archives

Every job requires the right tools, including estate planning

It takes expertise to be a builder, but it also takes the right tools. The wrong implements and materials mean trouble for a home, sooner or later. In the same way, estate planners have to make sure that the right financial instruments are part of their strategy to pass money and property to others.

How can I avoid probate litigation with planning?

You always have the option of leaving your possessions and money to anyone you want. But this process can be more complicated than people expect. Assets may be taxed, especially if they are left to people beyond the immediate family. Disputes may even arise between possible benefactors. How can you avoid these problems? Planning is the best option.

What are pros and cons of conservatorship?

The human mind is an amazing thing, but it can also seem fragile at times. Head injuries can cause memory loss, and the simple and unavoidable act of aging can degrade its function over time. Many people may not want to think about the damage that a stroke, dementia or injury could do to the mind, but the best defense is to make sure it is easy to care for them under these conditions.

Mistakes to avoid for high net worth estates

While estate plans can be beneficial for individuals of various economic statuses, those with large estates may find estate planning to be particularly beneficial. Not only can it help ensure the wishes of the estate holder upon passing, but it also removes the confusion and burden for the estate holder's family during what can be a hard time.

Greenwich Office
25 Field Point RD
Greenwich, CT 06830

Phone: 203-661-5222 CT
Fax: 203-661-1197
Greenwich Office Location

White Plains Office
1 North Lexington Avenue
Suite 701
White Plains, NY 10601

Phone: 914-397-2400 NY
Fax: 914-437-6354
Map & Directions

Bridgehampton Office
2317 Montauk Highway
Bridgehampton, NY 11932

Phone: 203-661-5222 CT
Fax: 203-661-1197
Map & Directions

Naples Office
500 Fifth Avenue South
Suite 526
Naples, FL 34102

Phone: 239-302-2768
Fax: 239-325-1813
Map & Directions