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Estate Planning

Rockland County Estate Planning Lawyers

Everyone needs an estate plan, whether you have considerable property or are of average means. However, many people — even wealthy people — do not go through the process because they do not like to think about their own deaths. The lawyers at Montalbano, Condon & Frank, P.C., in New City, New York, are sensitive to this. We undertake estate planning with awareness and concern while ensuring that our clients' wishes are documented.

To speak with an experienced estate planning lawyer, contact Montalbano, Condon & Frank, P.C., at 845.521.7108.

Estate planning services

Depending on the circumstances, an estate plan can be simple or complex. We tailor estate plans to the situations of our clients. Some of the services we provide include:

  • Drafting wills and establishing trusts
  • Planning to reduce tax liability
  • Gift tax compliance
  • Valuing assets
  • Insurance review
  • Guardianships for minor children
  • Durable powers of attorney
  • Living wills
  • Health care proxies
  • Sale or transfer of assets to distribute them more evenly and reduce tax liability
  • Establishing guardianships for developmentally disabled or frail adults
  • Planning for the client's incapacity
  • Asset protection planning
  • HIPAA authorizations

Estate planning = assurance

Clients who undertake the planning required by the estate planning process know that their property will be distributed as they wish after their deaths. They know that their minor children will be taken care of. They know that they will be treated as they wish in the event of protracted illness at the end of life. Our attorneys find that even clients who were reluctant to discuss such matters complete the process with confidence and peace of mind.

Contact an estate planning at Montalbano, Condon & Frank, P.C. Call us at 845.521.7108. You do not need to go far to find an attorney who can help.

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