Estate Planning

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"Do something today that your future self will thank you for."

Estate planning means taking care of yourself, your loved ones, business interests and entities you care about for now and the future.  It is a mix of creativity, legal knowledge, hard work and fun!  It really is a time to learn about your options that will benefit you, your family, your loved ones, your business interests and charities.  Estate planning is rewarding and incredibly important.  So important, in fact, that in a perfect world, everyone the age of eighteen years or older would have their Will, power of attorney and health care proxy/living will in place.
 
This work cannot be done in a vacuum, so we will work together so I can learn about you, your family, your goals and any number of other factors in working through an estate plan that works for you.  I also work with other professionals to meet your needs, such as financial advisors, accountants, business brokers, insurance agents, real estate agents and more. These professionals can be ones you already work with, or ones I have connections with. Let's get started on your plans!

You have various options when it comes to estate planning.  Your plan should be tailored to you and your needs and goals and may include any number of the following:

  • ​Wills from simple to complex

  • Powers of attorney including gift riders

  • Health care proxies/living wills

  • Trusts for any number of reasons

    • Lifetime or testamentary (at death) trusts

    • Revocable trusts

    • Irrevocable trusts

    • Trusts for business interests

    • Supplemental needs trusts

    • Medicaid asset protection trusts

    • Trusts to benefit minor children

    • Trusts to maintain control over assets as opposed to outright transfers

    • Trusts for charitable planning

    • Trusts to benefit pets

    • Trusts for creditor protection

    • Trusts to own life insurance

    • Trusts for purposes of maximizing estate tax exemptions

  • Business succession planning

  • Real estate transfers for estate planning

  • Incorporating income tax planning

  • Beneficiary designation review

  • Reviewing how assets are titled and making appropriate changes

  • Reviewing payable-on-death or transfer-on-death accounts

Law Office of

Ruth P. George

THIS IS ATTORNEY ADVERTISING. THE MATERIAL IN THIS WEBSITE DOES NOT CREATE AN ATTORNEY-CLIENT RELATIONSHIP AND IS FOR INFORMATIONAL PURPOSES ONLY. THIS WEBSITE CANNOT BE USED AS LEGAL ADVICE AND AN ATTORNEY SHOULD BE CONSULTED TO ENTER INTO AN ATTORNEY-CLIENT RELATIONSHIP FOR LEGAL ADVICE. ALL RIGHTS RESERVED.

Office Address:

29 California Dr, Williamsville, NY 14221

 

Ph: 716-982-1662

E: ruthpgeorge@gmail.com

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