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New York City Estate Planning Resources

If you have a well-drafted estate plan in place, you’ll insure that your estate passes to whom you want, when you want, and is carried out in the manner you’ve chosen.

If you elect to establish a trust, you can rest assured that your family won’t have to endure the public process and costly manner of probate. Also, with proper estate planning, the government won’t be able to take what you’ve spent a lifetime building. You need to be aware of the many options that exist in estate planning – and you must choose your attorney wisely.

Through the use of Wills, Living Trusts (simple and complex), Irrevocable Trusts, Family Limited Liability Companies, Family Limited Partnerships, Charitable Gifting Strategies, Durable General Powers of Attorney, Health Care Proxies, HIPPA forms and Living Wills, attorneys help families preserve their wealth for future generations, minimize estate taxes and avoid expensive and lengthy probate proceedings.

Estate Planning Seminars 

The Law Offices of Barton P. Levine offers free estate planning seminars to help you feel comfortable with the choices you make on your path toward preserving your child’s future.

Ira & Retirement Planning

While it can be hard to set aside money for the future, you owe it to yourself to create a comprehensive retirement plan, so you don’t have money worries during your golden years.

Estate Planning for the LGBT Community

For gays, lesbians, bisexual and transgender individuals, estate planning and retirement planning can be complicated by inadequate recognition under the law, as well as by more complex family situations.

Estate Planning Resources to Protect Families

NYC Trust & Estate

Being a trust administrator creates a responsibility to the deceased to make sure their wishes are respected, as well as a responsibility to protect your own interests when it comes to your inheritance.

Estate Planning Resource Guide

All of our Estate Planning resources in one downloadable guide for your reference.

Blended Families

You want to take care of your spouse and your children, but letting them work it out after you’re gone is a recipe for disaster. Fortunately, estate planning takes into account your unique family situation and can alleviate most of your concerns.

Estate & Gift Tax Figures

In addition to the federal Estate tax, many states have an  estate or inheritance Tax. State estate and inheritance taxes may apply at a much lower level than the federal tax.

Miscellaneous Resources

Power of Attorney for financial affairs, Advanced Health Care Directive, Beneficiary forms and other things you may need to consider.

Estate Planning & Your Pets

For many people, one fear they have about getting sick or passing away is the fear of what will happen to their companion animals.

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