Wills, Trusts, and Estate Planning

Walsh & Amicucci LLP is uniquely qualified to help our clients plan for the future and distribute assets upon death. Whether a simple or complicated estate, we have solid experience and a substantial background to help you. Our focus in this rapidly growing and changing branch of the law allows us to apply our extensive experience to your specific circumstance

Estate planning tools to secure your family’s future

When we begin our work with you, we ask you a series of questions so we can prepare a tailored plan to suit your specific needs. Your estate plan may include the following tools to manage your wealth and successfully transfer your assets to the beneficiaries you designate:

Wills and trusts protect your assets and distribute them according to your wishes

Without a will, state law dictates how your assets are distributed, usually to your relatives. But with a legally valid will, you can decide exactly how you want your hard-earned assets to be distributed upon your death. Planning now can ensure your family’s financial future. The seasoned attorneys at Walsh & Amicucci LLP can ensure that your will meets your needs and will stand up in court after your death. Our approach includes asking you a set of questions to determine your exact wishes. These are not easy decisions to make. We can also make you aware of the financial consequences of each option available to you.

Your estate plan may also include a trust and there are many kinds to consider. Generally speaking, with a trust, a grantor transfers legal ownership of assets to a trustee. The trustee invests and manages those assets for the benefit of your beneficiaries. In preparing your estate plan, we can discuss which trusts might be best for you. Our goal is to maximize your wealth now and transfer it to your beneficiaries when the time comes.

Probate and estate administration

After a loved one dies, his or her will, if one exists, needs to go through probate, the legal process of estate administration. To begin the process, you must contact your local surrogate’s court and follow its procedures. Steps involved in probate include the following:

• Proving in court that your loved one’s will is valid
• Identifying and inventorying your loved one’s property
• Appraising property
• Paying debts and taxes
• Distributing property as directed by a will
• Transferring title and ownership of assets to the beneficiaries

If no will exists, state law controls distribution of the estate.

Big city professionalism, small town personal attention

Located in White Plains, New York, Walsh & Amicucci LLP offers the best of two worlds. Our clients rely on us to provide the kind of highly skilled, professional service they would expect from a pricey, big city firm coupled with the warm, personal attention they would expect from their hometowns. We do not hand you off to others. We roll up our shirtsleeves and get to work to help you, your family, and your business prepare for the future. Call us at 914-251-1115 or simply use our convenient online form to tell us how we can help you.

Serving the New York City metro area, including Westchester, Manhattan, Bronx, Queens, Kings, Richmond, Rockland, Putnam, Dutchess, Orange, Ulster, Nassau and Suffolk Counties