ASSISTING CLIENTS WITH ESTATE PLANNING IN BUFFALO, AMHERST & WILLIAMSVILLE, NY
Estate planning is defined as the process of preparing for the transfer of someone's assets after they have passed away. Though each person will have different goals for their estate, in order for estate planning to generally be considered successful, it should allow those goals to be achieved to their maximum potential. This could mean establishing the proper power of attorney who will act on behalf of your wishes or minimizing the amount of property taxes paid by a beneficiary. Many people would consider limiting the amount of probate court involvement to be key as well. A quality estate planning attorney will help you sort out your finances, make important decisions, and guide you through all the necessary steps to get these preparations in place. Katz and Baehre is proud to provide these services to clients throughout the Erie County, NY area, including Buffalo, Williamsville, Amherst, and beyond.
Ensuring your estate plan is in order is one of the most important things you can do for your family. Estate planning, using a Will or a Trust , helps ensure that there are no questions remaining about your wishes after you are gone, which will help take an enormous burden off your grieving family’s shoulders. The partners of the law firm of Katz and Baehre have assisted in the creation of over 10,000 estate plans for their clients in Western New York.
WHY HIRE AN ESTATE LAWYER?
Planning your estate can be a daunting task. Not only is it an emotionally charged process, it's only too easy to forget or neglect a step that becomes crucial later. There are multiple ways in which hiring an estate planning attorney will be a beneficial decision:
• We'll Help You Sort Through the Complexity: State law is extremely specific about every part of estate planning: what can or cannot be in a will, a trust, or a power of attorney; who can and cannot serve as a personal representative, trustee, or health care surrogate; what formalities must be observed; and more. An experienced estate planning attorney will help you sift through each issue and make sure nothing is overlooked.
• We're Legitimate: Not all do-it-yourself processes on the internet are legitimate. Going through a licensed attorney ensures that the documents you put in place are legally valid and will work exactly as you anticipate.
• We'll Help You Work Through Difficult Situations: Everyone's personal story is different; if you have a complicated family or financial situation that makes estate planning unique, consulting a professional is vital.
• We'll Keep a Level Head: Because estate planning is so emotionally difficult for many people, it helps to consult an estate planning lawyer who can calmly guide you through the process while remaining compassionate and helpful.
WHAT DOES AN ESTATE PLANNING LAWYER DO?
Estate lawyers are there to help you through the estate planning process. They have the knowledge and experience working with estates to know how the process goes and what needs to be included. Estate lawyers have an in-depth understanding of the state and federal laws that affect how your estate plan will be inventoried, valued, dispersed, and taxed after your death. In addition to educating you about the probate process, an estate planning attorney can assist you with the following tasks:
- Creating a will
- Creating Trusts, either revocable or irrevocable
- Designating your beneficiaries
- Establishing durable power of attorney and health care proxy
- Finding ways to reduce and avoid estate tax when possible
- Creating an individualized plan based on your specific needs and offering you the most valuable legal advice for your situation
If you are looking to work with an estate lawyer to help you with your estate planning, don’t hesitate to contact us today.
OUR ESTATE PLANNING SERVICES INCLUDE, BUT ARE NOT LIMITED TO THE FOLLOWING:
CONTACT US FOR KINSHIP CASES
Katz and Baehre is well versed in the area of NY kinship law. If you recently lost a loved one and have questions about an upcoming kinship case, then don't hesitate to contact us. We will work with you if you believe that you are the rightful heir to your relative's estate.
716-633-3363
