Leading Trust & Estate Lawyers in New York for Comprehensive Estate Planning

Discover peace of mind with our top-tier Trust & Estate Lawyers in New York, specializing in comprehensive estate planning. Our seasoned estate tax planning attorneys in New York are dedicated to safeguarding your assets and ensuring a seamless transfer of wealth. Trust our expertise for meticulous real estate planning, with the support of our trusted real estate attorneys in New York City. Navigate the complexities of estate tax with confidence, backed by a team committed to securing your family’s financial future. Your peace of mind begins with our leading legal professionals.

Goals of Estate Planning

Guardianship for Children: Appoint guardians for any minor children

Disposition of Assets: Ensure that all assets (probate and non-probate) pass according to your wishes and not those of the state or the judge

 

Tax Savings: Minimize estate (“death”) taxes, gift taxes, generation-skipping transfer taxes, and income taxes

 

Creditor Protection: Protect assets from current and future creditors

 

Lower Expenses: Minimize the administrative expenses of the probate process

 

Privacy: Protect the privacy of the probate assets

 

Transition: Provide for seamless family business succession

Our Packages

Cambridge Tax & Estate offers professional tax and estate planning services with tailored packages to meet every individual’s needs.

1. Comprehensive Estate Planning Analysis and Report​

2. Two sets of Incapacity Documents including Powers of Attorney and Medical Proxies

3. Two sets of Testamentary Documents Including​ The Last Will and Testament and any Related Codicils

4. Two sets of Revocable Trusts including Addendums and

options for Convertible Revocable Trusts to maximize tax exemption for the surviving spouse​

$6200

1. Comprehensive Estate Planning Analysis and Report​

 

2. Two sets of Incapacity Documents including Powers of Attorney and Medical Proxies

 

3. Two sets of Testamentary Documents Including​ The Last Will and Testament and any Related Codicils

 

$2950

1. Comprehensive Estate Planning Analysis and Report​

 

2. One set of Incapacity Documents including Power of Attorney and Medical Proxy

 

3. One Set of Testamentary Documents Including​ The Last Will and Testament and any Related Codicils

 

4. One Set of Revocable Trusts including Addendums and options for Convertible Revocable Trust to maximize tax exemption for the surviving spouse

 

$4000

1. Comprehensive Estate Planning Analysis and Report​

 

2. One set of Incapacity Documents including Power of Attorney and Medical Proxy

 

3. One Set of Testamentary Documents Including​ The Last Will and Testament and any Related Codicils​

 

$2050