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Angelo Planning Group, LLC is located in Rochester New York. This firm provides valuable service in the areas of estate planning, investment management, 401 (k), 403 (b), 457 advisory services, college savings, savings for retirement, mutual funds and more. The firm believes that family matters, helping their clients plan for the future while growing their assets.
Burgess & Miraglia are attorneys at law providing service in the city of Rochester, New York. The law firm concentrates in offering legal assistance in the areas of landlord-tenant/ evictions, real estate transactions, estate planning, bankruptcy, tax law and small and medium business general counsel. Burgess & Miraglia take pride in the affordable and quality legal representation that they deliver to their clients.
Champlin & Associates is located in the city of Rochester NY and offers its services to the neighboring communities as well. The firm provides a wealth of expertise in the areas of business planning, special needs planning, elder care planning, retirement planning, estate planning and more. By assisting clients in planning for the future, the firm's focus is on financial security moving forward by offering a peace-of-mind solution.
People who are currently in crisis, or are looking to plan ahead for the future, can count on the expert legal service of Dutcher & Zatkowsky in Rochester, New York. The firm offers experts in various areas, such as Medicaid planning and asset protection, estate planning, estate administration and probate, veterans' estate planning, special needs planning and guardianship. The firm is an advocate for the most vulnerable in the community.
Harris, Chesworth, Johnstone & Welch, LLP are attorneys-at-law serving Rochester, New York. The practice areas they concentrate in include trusts and estates, elder law, personal injury, business law, real estate and divorce and family law. The firm takes pride in delivering responsive, assertive and accomplished service to clients that guarantee the most practical legal solutions to legal conflicts.
Insero & Co. is an accounting and business advisors' firm located in the city of Rochester, New York. This firm specializes in offering tax services, such as help with audits and accounting, outsource, employee benefit plan audits, litigation support, business valuations, internal audit, estates and trusts groups and more. The firm has been chosen as the #1 Small Business Top Workplace, guaranteeing that their clients are not mere numbers but are treated as individuals, and clients can expect the same caring and careful treatment.
The Kroll Law Firm, LLP is located in Rochester, New York. The firm provides expert legal counsel in the areas of antenuptial agreements, asset protection planning, elder law, estate planning, guardianship, non- traditional estate planning and more. Utilizing state-of-the-art technology, along with other cost-effective methods, the firm provides quality but affordable service to their clients.
The Law Office of Michael Robinson, P.C. serves Pittsford, New York, and its surrounding communities. The law firm specializes in estate planning needs and believes it's one of the most important things that clients can do for themselves, families, and loved ones. With the assistance of expert, highly qualified lawyers, clients can learn about the many options available to them so that they can efficiently plan for their future.
Pellittiere & Jonsson PLLC is located in Penfield, New York, where it also serves its nearby counties. The law firm specialties include business succession planning, estate administration, estate planning, estate tax planning and long-term care and Medicaid planning. Over 25 years of experience has enabled the firm to provide reliable services for hassle-free legal solutions.
With 40 years of experience, people in need of legal counsel can turn to Trotto Law Firm, P.C. in Rochester, New York. The firm provides expert legal counsel pertaining to divorce, collaborative divorce, same-sex divorce, legal separation, child support and estate planning, among others. Keeping a tradition of excellence, the firm provides reliable and high-quality legal services.
With more than 60 years of experience, Weinstein Randisi is a premier estate planning attorney serving Rochester, New York, together with its neighboring cities. This law firm offers legal counsel for estate planning, estate administration, elder law, divorce, and litigation. By providing personalized and practical legal advice, the firm provides clients with the information needed so that they can make plans to protect their assets and their legacy.
William J. MacDonald is located in Rochester, New York. The law firm offers assistance to their clients pertaining to various legal matters such as business and corporate law, elder law and Medicaid planning, personal injury and trusts, estates and wills.
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An estate consists of the total assets that form an individual’s net worth, no matter how large or small. Estate planning attorneys use their in-depth knowledge of state and federal laws to help people best manage what will happen with their estates after they die or become incapacitated. Estate planning attorneys can prepare wills, form trusts, reduce estate tax burdens, and decrease or eliminate the need for probate court.
With the many intricacies of assets, taxes, and state and federal laws that can affect a person’s estate, an estate planning lawyer can be a valuable professional asset, no matter how large or small a person’s estate may be. An estate planning attorney can:
Estate planning attorneys can create trusts and wills. Through a will, an attorney can help a client designate their estate’s beneficiaries and assign an executor to represent the will in probate court. These attorneys can also create trusts, allowing a client to assign a trustee to oversee the estate, potentially avoiding probate court and holding assets to be distributed over time.
While both estate plans and wills officially document how their owners wish to allocate certain assets after their death, there are key differences. In estate planning, a will is often just one of several documents that form a comprehensive plan. In a will, people must designate a person responsible for executing their will after their death. The will can include guardians for their children when they die and beneficiaries to receive an inheritance of money, property, and other assets.
To create a thorough and effective estate plan, individuals should follow these steps:
The length of the process can vary greatly depending on the size and complexity of the estate, the specific law office, and whether there’s an emergency or urgent need. If you’re using an attorney, you can generally expect it to take one to five weeks. You may be able to speed up the process by immediately providing your attorney with any bank statements or other documents they need.
A trust is an agreement between a grantor, a trustee, and a beneficiary. In this agreement, the grantor allocates funds or real property assets to the trustee to be held either until the grantor passes away or until a specific, agreed-upon date. At that point, it's the responsibility of the trustee to distribute funds or property to the beneficiary or beneficiaries. While there are similarities between a will and a trust, a will is a more comprehensive document that typically requires probate court, while a trust allows assets to pass to the beneficiary without probate.
