Estate Planning
D’Arrigo & Cote stands ready to secure your
family's future with a comprehensive estate
plan. Many people can benefit from a simple
no-hassle will. In addition, we can add more
value to your estate plan by letting you
accomplish the following goals:
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Minimize or Avoid NY Estate Taxes. We
offer many ways to minimize or avoid estate
taxes. We can help you set up a variety of
trusts, including bypass trusts, credit
shelter trusts, charitable trusts, life
insurance trusts, AB trusts. We can also
help you form a family company to hold your
family's wealth estate tax free, or set up
an annuity to capitalize on long-term gains.
Leave Directives for the Event of
Incapacity. The law allows you to leave
directives for your family in case you will
not be able to make your own medical or
financial decisions in the future. This can
be accomplished by a correctly drafted
healthcare proxy, living will and a
financial power of attorney (see below).
-
Protect Your Assets. We can preserve
your wealth from the risk of being taken
over by creditors. We do this by settling up
various asset protection entities, such as
trusts, family owned companies, and
annuities to protect your assets.
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Provide for minors or the disabled. If
you have minor children, you should
seriously consider giving guardianship
directions and setting up a trust for the
children's behalf. Disabled persons may need
you to set up a special needs trust (also
known as supplemental needs trust) to avoid
losing their government benefits such as SSI
and Medicaid after inheriting an estate.
-
Avoid
Probate. Setting up a trust will save
your family thousands of dollars in probate
costs, as well as help you avoid other
negative aspects of the probate process,
such as its substantial delay and public
nature (see below).
-
Avoid
Disputes between Current and Past Spouse.
If you have been married twice, and
especially if you had children with more
then one person, you may avoid a serious
family disagreement by setting up a will or
a trust. As part of estate planning, you may
require a pre- or post- marital agreement.
A Philosophy of Personal Service
The
cornerstone of our success is the quality
relationship which we maintain with clients.
Clients are treated with integrity and respect
for their needs, goals, and objectives. We
combine thoughtful, insightful thinking with
proven judgment for a more effective level of
advice, guidance and results-oriented service. That’s what our clients
demand, and that’s the foundation on which we’ve
built so many long-term relationships.
Contact Us
To arrange a
confidential meeting to discuss your Estate
needs, contact our offices by e-mail or call (315) 451-2383.
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