Basic Estate Planning Strategies for Future Security

The Law Offices of Mary K. Kelly believe that while drafting a simple testamentary will is a start, it is not enough to cover the full range of one's estate planning needs. There are many benefits of a broad-based estate plan that is drafted to help you meet your goals.

Some typical goals may include your desire to leave your house to your spouse, or to pass management of a family business or professional practice to an adult child. Further you may wish to assure your retirement accounts are flexible enough so that your spouse or children can reinvest. You may want to have plans in place to cover the possibility that you might become incapacitated and need someone else to manage your finances or health care. Finally you may wish to know if you will be eligible for Medicaid to cover the costs of long term care when you're older?

Estate planning attorney Mary K Kelly helps families at any stage of life plan for their future security through the correct use of wills, living trusts, powers of attorney, and advance directives to health care proxies. Whether your planning needs are simple or complex, involve concerns about blended families, or need to assure the security of vulnerable adults, we can help you find the right combination of strategies and the legal instruments necessary to put them into place under New York law.

Call 631-691-2823 for Advice About Estate Planning in Suffolk and Nassau Counties. For our Rochester based clients in Monroe County please call 585-234-9357.