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Preventing disputes with careful estate planning

Disputes may be one of the most commonly overlooked estate planning concerns in the Greenwich and White Plains area. While the likelihood of disputes in lower value estates is not common, they happen frequently in high-value estates. You should never assume your loved ones are going to quietly and amicably accept your last will and testament. 

Things to keep in mind when creating your estate plans

You might not look forward to thinking about what will happen to your wealth and assets after you die in Greenwich, but it is a necessary task. You do not want the state to control who receives them. Though you may expect to live well into old age, there is no promise of tomorrow. Your health can change at a moment’s notice and with it, your ability to manage it. 

How an estate dispute can emerge

As we get older and our assets accrue, our focus will shift from the daily minutiae of life to protecting all that we have done over the course of our lives. This is the main goal of an estate plan, allowing individuals to protect their assets, property, and businesses from the probate process and excessive taxation. It also allows the grantor to ensure that their family members, loved ones, and beneficiaries receive what they want them to receive.

Key considerations for a proper succession plan

A succession plan is an important plan for any business owner to have in place. Not only can it help to secure the business and provide a smooth transition of power, but it can also set retirement allotments for the owner, as well as secure payment for the family when the business owner dies.

Choosing an executor

You put a lot of thought into making a will that disposes of your assets in the way you deem appropriate. There remains one more step to ensuring the carrying out of your will's provisions: appointing the right executor.

Greenwich Office
25 Field Point RD
Greenwich, CT 06830

Phone: 203-661-5222 CT
Fax: 203-661-1197
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White Plains Office
1 North Lexington Avenue
Suite 701
White Plains, NY 10601

Phone: 914-397-2400 NY
Fax: 914-437-6354
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Bridgehampton Office
2317 Montauk Highway
Bridgehampton, NY 11932

Phone: 203-661-5222 CT
Fax: 203-661-1197
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Naples Office
500 Fifth Avenue South
Suite 526
Naples, FL 34102

Phone: 239-302-2768
Fax: 239-325-1813
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