Wills and Trusts

Estate Planning at Laidlaw Firm

"Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one's taxes. Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands." Justice Learned Hand

Estate planning is essential to protecting your assets for your lifetime and for your family. At different stages of your life, it becomes necessary to update your estate plan.

If you were recently married or had a child, you may be thinking about wills and trusts for the first time. Or, you may need to modify your existing estate plan and address asset management or gifting strategies as you enter retirement.

Our estate planning practice focuses on helping clients address their unique needs and goals at various stages of life.

Take a proactive approach to managing your wills and trusts at every turning point in your life. Being proactive allows you to protect your loved ones from disputes in the future. This approach can also minimize estate taxes and limit the costs to your heirs.

Contact Laidlaw Firm, Attorneys at Law, PLLC for a free consultation to discuss your wills and trusts, probate, or other estate issues with an experienced estate management lawyer.

Our office is located conveniently in Bedford Hills, New York, and is easily accessible by car or train.

Complex Estate Planning Needs

Some estate plans need to be more complex than simple wills and trusts. We have substantial knowledge about how gifting strategies can be used to protect assets and minimize estate taxation.

These strategies include possibilities such as establishing family limited partnerships and exploring discount gifting strategies. If you need legal advice regarding other complex planning matters, including business succession or complex gifting, contact our office for a free consultation.

We have experience in wills, trusts and estate planning, and are dedicated to helping individuals and families accomplish their unique objectives and goals. We can assist you with all of the following:

  • Simple to complex wills
  • Supplemental / Special Needs Trusts
  • Living wills and Healthcare Proxies
  • Trusts: Revocable Trusts, Irrevocable Trusts, ILITs (Crummey Trusts)
  • Powers of attorney
  • Estate tax planning to minimize estate taxation, such as family limited partnerships, limited liability companies (LLCs), discount gifting strategies and asset protection
  • Gift taxes
  • Business Succession Planning
  • Disposition of remains and burial wishes

The following is a sampling of articles available for you to read regarding specific estate planning concerns. Feel free to contact us to discuss your estate planning needs. We also provide legal guidance to personal representatives, trust administrators and executors involved in probate and estate administration.

Contact Laidlaw Firm, Attorneys at Law, PLLC for a free, fifteen minute phone consultation to discuss Wills and Trusts, estate administration, probate, trust administration or other estate issues with an experienced lawyer.

Our office is located conveniently in Bedford Hills, New York, and is easily accessible by car or train.