Estate Planning
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.