Estate Planning Lawyers, Westchester NY
The fact is that you already have an estate plan, even though you may not realize it. If you have not created your own estate plan, the IRS and the State of New York have a plan for you – a plan that will certainly not be focused on minimizing taxes or looking out for the best interests of your loved ones.
Creating your own customized estate plan is essential to ensure that your children and family members are protected in the event of your death or incapacity.
At Gravett & Gravett we are dedicated to helping individuals and families do just that. We believe in personalized service for each and every client. So, we first determine your individual needs, desires, and values, and then tailor your plan to best fulfill your goals. The estate plan we create for you will seek to: (1) protect your hard-earned assets; (2) use the tax laws to your utmost advantage so that you pay the minimum in taxes; (3) ensure your children’s inheritance and well-being; and (4) enable you to pass on your values, life lessons, and wishes to future generations.
Estate Planning Fees
We work on a fixed fee basis, agreed-upon in advance, so that you never receive any surprise bills in the mail. We welcome your questions and comments. We do not charge for phone calls, faxes, or e-mails, because we want you to understand your estate plan and feel comfortable with the planning that you are doing for your family.
Currently, we offer three levels of planning, and we will work with you to help you determine which planning level and fee are best for your family.
Your Lawyers for Life
At Gravett & Gravett we forge life-long relationships with our clients. To foster these life-long relationships, we include with each of our estate plans a three year plan review at no charge.
It is important to keep your plan updated. Why? Because your needs – and those of the people you love – change over time. So do your assets and the laws governing how your assets can be protected. To be truly confident that your needs and those of your family are taken care of, your estate and other asset protection plans must be reviewed, and possibly revised, from time to time.
We also offer a Membership Program for clients who desire even more services. Our Membership Program includes, among other services, a complimentary annual review of your plan, if you prefer. It is all part of our commitment to being your trusted advisors for life. Become part of our client family and experience just how much we care.
Estate Planning Services
We represent individuals and families throughout varying stages of life. Here are some of the estate planning services we offer:
• Traditional estate planning, including wills, revocable trusts, powers of attorney, and health care proxies.
• Advanced estate planning, including irrevocable life insurance trusts, gift programs, dynasty trusts, generation-skipping trusts, and advanced tax planning.
• Charitable planning.
• Pre-nuptial agreements.
• Special Needs Trusts.
Contact us to arrange your Family Wealth Planning Session at our offices in White Plains or Mount Kisco. We provide superior legal representation and complete commitment to our clients in Westchester and Putnam Counties.