Trusts & Estates Planning

Protect Your Family’s Future with Thoughtful Estate Planning

Planning for your family’s future shouldn’t be overwhelming or only for the ultra-wealthy. Whether you have young children who need guardians named, aging parents to consider, or simply want to ensure your assets pass to your loved ones without unnecessary complications, proper estate planning provides peace of mind for middle-class families throughout Westchester County.

Services section: I help Ardsley, Dobbs Ferry, Irvington, and surrounding Westchester County families with:

Trust administration and management

Wills and testament drafting

Revocable and irrevocable trust creation

Powers of attorney for financial and healthcare decisions

Healthcare directives and living wills

Specialty Planning to Protect LGBTQ+ Families

Beneficiary designations review

Estate planning for small business owners

Without proper planning, New York’s intestacy laws decide how your assets are distributed – which may not match your wishes. More importantly, your family could face months of court proceedings and unnecessary expenses during an already difficult time.