Wills, Trusts & Estate Planning

Living Trust & Estate Planning

Estate Planning Assistance That Helps You Prepare for the Future

Estate planning is one of the most proactive steps you can take to secure your legacy and protect your loved ones’ future. At Drucker & Mattia, PLLC, we provide targeted, personalized guidance to help you navigate complex legal options, ensuring your final wishes are clearly and legally documented.

As a neighborhood practice, we spend much of our time helping our clients draft their final wishes with wills, trusts, and other estate planning options. We have extensive experience in this area of law, allowing us to provide targeted, personalized advice to each and every client. Furthermore, we are well-versed in handling matters in Surrogate’s Court, making us a suitable choice for those going through estate administration or probate. Additional services we provide include:

estate planning lawyer with client

Establishing Revocable and Irrevocable Trusts

Trusts offer flexible mechanisms for managing and transferring assets, often providing privacy and avoiding the lengthy probate process. Whether you need a simple revocable living trust or a more complex irrevocable trust for advanced tax planning, we customize solutions to meet your specific financial and familial objectives. Discover how effective wills and trusts can protect your legacy by scheduling your meeting now.

Schedule a Consultation

 

Comprehensive Will Drafting Services

Drafting a last will and testament is the bedrock of any solid estate plan. We meticulously prepare wills that clearly specify how your assets will be distributed, designate guardians for minor children, and name a trusted executor. Our goal is to minimize confusion and disputes among beneficiaries, ensuring a smooth transition of your estate. Call Drucker & Mattia, PLLC to secure your assets with a legally sound will.

Schedule a Consultation

lawyer smiling while looking at documents

 

lawyer signing paperwork

Preparation of Powers of Attorney

Drawing up a durable Power of Attorney (POA) is one way to make your financial and healthcare wishes known to your family in the event that you become incapacitated. Our New York estate planning attorney can help you draft a POA that respects your preferences, granting a trusted agent the authority to manage your financial affairs when you cannot. This document is essential for maintaining control over your finances.

Schedule a Consultation

 

Crafting a Legally Binding Living Will

An advance directive, commonly known as a Living Will, lays out your wishes for end-of-life care. Preparing this document can help your family avoid painful discussions and difficult decisions regarding your medical treatment since your care wishes are already explicitly listed. We ensure your document clearly communicates your desires for life-sustaining treatments.

Schedule a Consultation

couple speaking with an attorney

 

client signing legal paperwork

Designating a Health Care Proxy

If you become incapacitated, it’s crucial to have a trusted loved one making decisions regarding your health care. Our New York estate planning law office can assist in writing a health care proxy that names someone you trust as your agent if you are unable to advocate for yourself. This document gives your proxy the authority to make medical decisions based on your predetermined wishes.

Schedule a Consultation

collage of estate planning attorneys and clients

Guiding You Through Estate Administration

When a loved one passes, the legal process of settling their affairs—known as estate administration or probate—can be overwhelming. Our firm provides compassionate and experienced representation in Surrogate’s Court. We assist executors and administrators with asset inventory, debt settlement, tax filing, and the final distribution of the estate. Let us handle the complexities during this difficult time.

Learn About Our Team

Understanding the Importance of Guardianship

For parents with minor children or adults caring for incapacitated loved ones, naming a guardian is a critical component of estate planning. We help you designate a trusted individual to care for your children or manage the personal and financial affairs of an adult requiring supervision. This step provides immense peace of mind.

Schedule a Consultation

attorney consultation
judges gavel and scales of justice

Strategic Planning for Estate Tax Minimization

Effective estate planning involves strategies designed to reduce potential state and federal estate tax burdens on your heirs. We analyze your asset structure and net worth to determine optimal planning techniques, such as gifting strategies, specialized trusts (like GRATs or irrevocable life insurance trusts), and charitable donations. Proactive tax planning is essential to maximize the value transferred to your family. Contact Drucker & Mattia, PLLC to explore tax-efficient estate solutions.

Schedule a Consultation

Estate planning is not just for the wealthy; it is essential for everyone who cares about their future and the security of their family. Drucker & Mattia, PLLC is committed to providing the dedicated, neighborhood-focused legal support you deserve to protect your assets and loved ones.

Ready to discuss your estate planning needs further? Reach out to Drucker & Mattia, PLLC to schedule a complimentary consultation.

Schedule a Consultation