Unique Estate Planning Solutions For A Unique Client: You
What solutions are best to help you and your family protect your financial success from high tax burdens now and after your passing? It’s not a question that can be answered in a few short sentences. Your family’s financial and probate needs are unique.
At Lyons & Supple, we have been helping clients find customized estate planning solutions for more than 30 years. A strong estate plan can accomplish several tasks. Typically, the most important is to outline how assets will be passed to heirs and to develop a plan for the care and welfare of minor children.
We know which tools to use to accomplish any goal. These can include:
- Living wills and health care proxies
- Trusts of all types
- Durable powers of attorney
- Guardianship and conservatorship
- Business succession planning
- Avoiding probate and minimizing estate taxes on life estates
Building An Estate Plan That Works
Of course, to successfully accomplish your goals, an estate plan must be designed in compliance with a variety of complex laws that frequently change. Our attorneys know the law, and we keep abreast with the legal changes and formulate creative ways to meet your objectives. We will build an estate plan that works for you.
Taking Your Estate Planning Needs Beyond Simple Solutions
For accurate estate planning, we take current laws into account, as well as potential changes that may be made to the law. We know that the laws regarding estate tax exemptions will change within the next couple of years. With more than 30 years of experience serving Wappingers Falls, Dutchess County and the surrounding area, we know how to build an estate plan with potential changes in the law in mind.
Schedule An Estate-Planning Consultation Today
Wherever you are in the Hudson River Valley region, call us at 845-831-1234, toll-free at 866-587-0982 or contact our offices in Wappingers Falls office by email to schedule a consultation.