There are certain decisions in life where you naturally want to be in charge. This is especially the case in planning for your retirement, safeguarding against future incapacity, and distributing your estate to your heirs. The Saratoga County attorneys at Jean M. Mahserjian, Esq., P.C. don’t try to fit you into a pre-fab plan. We are empathetic estate planners who guide you through the maze of will and trust options to ensure that your interests are addressed according to your order of priorities. We offer sound legal advice, fully disclosing the pros and cons of every alternative, so that you can lessen your tax liability, establish the parameters of your future medical care and establish support for loved ones upon your death, all in a manner with which you are completely comfortable.
The attorneys at Jean M. Mahserjian, Esq., P.C. have the financial experience and depth of tax knowledge to analyze your current situation and propose reliable instruments to meet your future goals. We can suggest a variety of trust options that limit your tax exposure while allowing you to save for retirement or your children’s college. If your situation calls for asset protection in the event of long-term medical care, we can get you started on Medicaid planning, which allows you to receive government benefits without liquidating essential assets.
No matter how generous you intend to be to your heirs, the extent to which they benefit often depends more on the instruments by which you convey your inheritance than on the inheritance itself. Certain conveyances leave your heirs exposed to tax liability. Others require probate, which delays release of funds, unnecessarily burdening recipients who may have an immediate need for those assets. Should you leave a legacy through a will or an irrevocable life insurance trust? If you have a favorite charity, should you bequeath a sum to it in your will, or set up a trust to support the charity? Only after a careful examination of your personal finances can an attorney present a clear assessment. You need an estate planning law firm committed to that degree of personal service.
Jean M. Mahserjian, Esq., P.C. makes a firm commitment to addressing your concerns through open communication. We strive for a fast turn-around on client communications, generally within 24 hours, and are always available via email. We willingly take a “hand-holding” approach, because we realize how crucial these issues are to your life.
To speak with a knowledgeable and concerned Saratoga County estate planning attorney at Jean M. Mahserjian, Esq., P.C., call us at 518.383.1182. We will be happy to answer your questions and schedule an initial appointment at our Clifton Park office. You can also schedule an appointment by contacting us online.