Estate planning

A real estate attorney who provides estate planning services in Westchester County, New York


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Posted August 18, 2023

Consult an experienced estate planning attorney for all of your estate planning needs

Ray Brook, USA – August 18, 2023 / Kaufman and Sirota, PC /

(Westchester County, NY, August 2023) Kaufman & Serota, PC, is a distinguished law firm known for its exceptional estate planning services in Westchester County and New York City. With a commitment to providing comprehensive and personalized solutions, the company Real estate attorney It has earned a solid reputation for providing its clients with customized estate planning services.

Kaufman & Serota, PC understands that planning for the future requires a delicate balance of legal expertise, compassion, and personal attention. Their estate planning attorneys are committed to guiding clients with the tools and knowledge they need to make informed decisions about their heritage.

Estate planning services tailored to you and your family’s future

Estate planning is critical to securing one’s legacy and ensuring the smooth transfer of assets to loved ones. Kaufman and Serota, PC Estate planning attorney Committed to helping clients navigate the intricacies of real estate law. Whether drafting wills, creating trusts, or designing comprehensive estate plans, including a healthcare proxy, living wills, and power of attorney, their expertise provides clients with peace of mind that their wishes will be fulfilled and their loved ones protected.

“We understand that estate planning involves not only legal expertise, but also a deep understanding of each client’s unique circumstances and goals,” says Stuart Serota. “As your estate planning attorney, we do our best to create customized solutions tailored to your specific needs, ensuring a secure future for you and your family.”

Estate planning attorneys help New Yorkers navigate the complexities of real estate law

One notable advantage offered by Kaufman & Serota, the services of PC estate planning attorneys, is their commitment to staying current with the ever-evolving legal landscape. This dedication ensures that clients receive advice based on the latest laws and regulations, enabling them to make informed decisions about their properties.

With offices conveniently located in Westchester County and in New York City, locals are looking for “Real estate attorney near meKaufman & Serota, PC can be counted on to handle all of their estate planning needs. The firm’s estate planning attorneys are well-equipped to guide New York clients through the intricacies of real estate law, providing clarity and confidence throughout the estate planning process.

Prepare a will or trust for your estate with an attorney knowledgeable in estate planning

Planning ahead is a responsible and caring step that ensures your hard-earned assets are distributed according to your desires. When thinking about managing your estate after you’re gone, two main options come to mind: making a will and/or deposit. Both are powerful tools Estate planningHowever, they have clear differences that cater to different needs and circumstances.

Preparation of the will

A will, also known as a “last will and testament,” is a legal document that sets out your wishes for the distribution of your assets upon your death. It allows you to set beneficiaries, name guardians for minor children, and even set your preferences for funeral arrangements. Here are some key aspects of preparing a will:

  1. Ease of creation: Wills are relatively easy to create, and can be done without the involvement of an attorney, although legal guidance is recommended in complex situations.
  2. Will process: Upon your death, your will must go through a legal process called a probate. This includes validating the will, paying off debts, and distributing assets as specified in the will. This process can take a long time and may require court proceedings. It is always advised to speak with an experienced person probate attorney Learn more about probate laws in New York.
  3. public record: Wills become public records during a will, which means anyone can access the details of your estate plan.

Establish trust

A trust is a legal entity that holds and manages assets on behalf of the beneficiaries. It allows you to set conditions for how and when your assets will be distributed. There are different types of trusts, each of which caters to different needs:

  1. Revocable Living Trust: This type of trust allows you to maintain control of your assets during your lifetime and provides a seamless transfer of assets to your beneficiary upon their death, avoiding a probate.
  2. Irrevocable trust: Once established, an irrevocable trust generally cannot be changed or revoked without the consent of the beneficiaries. This type of trust can have tax benefits and asset protection benefits.
  3. Special Needs Fund: If you have a family member with special needs, the Special Needs Fund ensures that their financial needs are met while maintaining their eligibility for government assistance.
  4. Charitable Trust: This type of trust allows you to donate to charitable causes with the potential for tax benefits.

Choosing between a will and a trust

The decision between setting up a will and/or trust will depend on your individual circumstances, including the complexity of your assets, your family dynamics, and your goals. Consult with experienced people Estate planning attorney From Kaufman & Serota, PC can help you make an informed decision and design a plan that best fits your needs.

Whichever option you choose, taking the time to create a comprehensive estate plan provides you with the peace of mind that your wishes will be respected, your loved ones will be cared for, and your legacy will live on.

To learn more about Kaufman & Serota, PC estate planning services in Westchester County or New York City, contact them today.

About Kaufman and Serota, PC

Since 1971, Kaufman & Serota, PC has served New York clients with exceptional estate planning services. Kaufman & Serota, PCs’ mission is to help clients navigate the complexities of estate planning, ensure their wishes are met, assets are protected, and loved ones are cared for.

Whether you’re beginning your will-making journey or setting up a trust, Kaufman & Serota, PC is here to serve as your dedicated estate planning professional. Their estate planning attorneys are ready to help clients leave a lasting legacy for future generations.

Media contact:

Kaufman and Sirota, PC
5 International Leadership Group 110
Ray Brook, NY 10573
(212) 732-6366
URL: Estate Planning and Probate Attorney – Kaufman & Serota, PC (

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contact information:

Kaufman and Sirota, PC

5 International Leadership Group 110
Ray Brook, NY 10573
United State

Stuart Serota

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