Estate Planning

A journey of a thousand miles must begin with a single step.Lao Tzu

Successful estate planning will assure the continuance of your family’s financial security and the protection of your hard-earned assets.  It can help to reduce taxes, avoid probate, provide privacy and provide direction for your family if you are disabled and/or after you are gone.

Our clients enjoy the convenience of working with a firm that can offer comprehensive financial planning and investment management as well as estate planning.  Our working relationship with Burke & Casserly PC, a law firm with areas of practice in Estate Planning and Elder Law including:

  • Asset protection
  • Medicaid planning
  • Long-term care planning
  • Guardianships
  • Wills, trusts and estates
  • Corporate and business planning

The more intricate your estate, the more important it is to hire an attorney who is well-versed in the complexities of estate planning.  Burke & Casserly, PC has been serving the estate planning needs of individuals and businesses in New York and the greater Capital District for over twenty years.

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