Ms. Bass is a well-rounded Estate Practitioner experienced in both planning and administration. This is key to a seamless process as administration & other services provided to the beneficiaries is the implementation of the plan. To learn more about our planning and administration services, please read below.
Although this seems like a personal question & decision, it is one that has an effect on your loved ones once you are no longer able to make decisions about your belongings and property. Careful planning can help to ease the grieving process of your loved ones. It is important to consider the ones you love that may not be covered by template language or standard NY laws. This includes step-children, step-parents, unmarried domestic partners, and friends you consider family.
Taking the initiative to have a plan for your assets and property will put your mind at ease also.
Take a look at our tools below and schedule a consultation so we can begin planning for you.
If you are unsure about what option is best for you, please review our brief Will v Trust Guide below. You can also begin the Estate Planning Questionnaire to better understand what information we will need to make the planning process a success. This is meant to provide a brief guideline to provide a framework for the planning process.
Estate plans can include: Last Will & Testaments, Irrevocable Trusts, Revocable and Pour Over Trusts, "Medicaid Trusts," Proper assignment of beneficiaries, change in form of ownership of assets, as well as Health Care Proxies and Written End of Life Directives
After the loss of a loved one, there can be a myriad of legal issues left behind. Often a family member must obtain the authority from the Court to handle the property and other assets of the decedent. We specialize in making this process seamless so that the family can grieve and begin to heal while moving forward with the legal obligations.
We handle Estates for individuals with and without a will, disputed or contested estates or inheritances, trust administration and, among other things, accounting proceedings to ensure all assets have been properly distributed. We also help plan the future Estates of our clients.
Please review the Estates Assets and Liabilities Questionnaire below to begin collecting the information you will need to start the process.
Before coming in for a consultation, start to gather relevant information about your income, assets, and liabilities. Having a good idea of what needs to be handled will help us to pinpoint your needs to create a plan for you.
Preparing a Complete Estate Petition and Plan for Distribution and beyond requires full disclosure of all assets of the decedent. Completing the Below Form prior to your consultation will help us have a productive meeting.
Important Disclosure: This website is for informational purposes only. Using this site or communicating through this site does not form an attorney-client relationship. This site is legal advertising.
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