Wills, Trusts & Estates
Hogan, Rossi & Liguori proudly offers comprehensive Wills, Trusts, and Estates Services to assist individuals and families in securing their financial legacies and ensuring their wishes are upheld. With a deep understanding of the intricate legal aspects surrounding estate planning and wealth preservation, our dedicated team of professionals works closely with clients to develop tailored solutions. Whether it's drafting wills, establishing trusts, managing estates, or planning for the seamless transfer of assets, our firm combines expertise, attention to detail, and a client-centric approach to provide peace of mind and protect the future financial well-being of our valued clients.
Preserving legacies, securing futures.
Estate Planning
Estate Planning For All Ages And Financial Situations
It is a common misconception that you have to be elderly or rich to benefit from an estate plan. However, no matter your age or financial status having a solid estate plan in place is the best way to ensure that the assets you’ve worked hard to accumulate over the years reach your loved ones, on your own terms. There are so many things to consider when putting an estate plan in place, such as: who will make important choices such as manage your finances if you can longer handle them yourself? For those with minor children, who will take care of your children in the event you become incapacitated or pass away? A proper plan will make sure all these aspects are thoroughly vetted and addressed. Whether you have amassed a great fortune or only own a life insurance policy, our legal team will develop a personalized plan to accomplish your goals regardless of your age or net worth. Give us a call today to get started.
Estate Taxes
Minimizing Estate Tax Costs and Protecting Your Legacy
Failure to plan accordingly can be costly in Federal and State estate taxes. Our team can provide advice on estate planning strategies for use not only upon death but also during your lifetime, to help protect your assets so they can pass to your intended beneficiaries in the most tax efficient manner possible.
Trusts
A Guide To Trusts And Asset Protection
A trust is a legal relationship whereby a trustee holds property for the benefit of one or more other persons called beneficiaries. Trusts take many forms, each with different legal consequences. Trusts can be revocable or irrevocable, may be established during the lifetime of the person creating the trust (the settlor) or upon death such as instructed in a will. Trusts can be an important and valuable tool in estate planning and asset protection – both during your lifetime and afterwards. Our firm counsels clients on whether trusts will be beneficial to their estate planning needs, and drafts declarations of trust, or trust provisions for wills, where appropriate and requested.
Medicaid Planning
Strategic Medicaid Planning: Safeguarding Assets For Your Loved Ones
As people age, they often need to consider the high cost of long-term care, either at home or in a nursing home, and how it will affect their ability to preserve assets for their spouse and children during their life and after they pass away. The majority of individuals must pay for nursing home care from their own assets until they are depleted before they can qualify for Medicaid. Careful planning can help protect and preserve an aging individual’s spouse or children, and help to avoid any delay in receiving the Medicaid benefits they are entitled to receive. Our firm has counsel that is familiar with the applicable laws and regulations, and assists clients with Medicaid planning needs.
Estate Litigation
Resolving Estate Disputes: Your Trusted Advocates In Surrogate's Court
Sadly, situations can arise where it is necessary to contest a Will. Perhaps you may feel you have been denied your fair share of an estate, or, you are an executor or trustee and have been asked to defend the validity of a Will or even your actions as a fiduciary. You may be a beneficiary of a trust where a trustee has improperly managed the trust assets. No matter the situation, our firm understands the nuances of estate litigation and is experienced with Surrogate’s Court proceedings.
Probate
Navigating The Probate Process: Compassionate Support During Times Of Loss
Losing someone you love is a sorrowful and distressing experience. During your time of grief the last thing you want to do is focus on the legal and financial aspects of your loved one’s estate. Serving as Executor of an estate can seem like an overwhelming obligation requiring significant time and effort, however, when taken step by step, the process becomes more manageable. Whether or not your loved one left behind a Last Will and Testament , our probate attorneys provide sensitive and comprehensive support through the entire probate process, from petitioning the Surrogate’s Court, administering the estate assets to providing a final accounting. We ensure the distribution of your loved one’s property and assets are handled appropriately.
Estate Services Include
Our Expertise To Assist All Your Estate Needs
Hogan, Rossi & Liguori assists clients in navigating the complexities of accounting within the context of estate planning and administration, ensuring transparency and compliance with New York State regulations.
Our firm provides comprehensive estate administration services, guiding clients through the intricacies of settling estates in accordance with New York State laws and regulations.
Hogan, Rossi & Liguori specializes in asset protection strategies tailored to the unique needs of New York residents, safeguarding their wealth and assets from potential risks and liabilities
We offer expert guidance in cases involving contested powers of attorney, leveraging our knowledge of New York State laws to resolve disputes effectively.
Our legal team is well-equipped to address contested accounting and breach of fiduciary duty matters, ensuring that fiduciaries fulfill their obligations under New York law.
Hogan, Rossi & Liguori excels in estate litigation within the jurisdiction of New York, representing clients in disputes and legal challenges related to estate matters.
We provide comprehensive estate planning services tailored to the unique needs of New York State residents, helping them create effective strategies for the distribution of their assets and wealth.
Our firm understands the legal nuances of estate planning for same-sex couples in New York, offering inclusive and knowledgeable guidance.
We assist clients in New York with estate and gift tax planning, helping them minimize tax liabilities and maximize the benefits of state-specific tax laws.
We provide legal support in guardianship matters, helping clients navigate the New York State legal framework to secure the welfare of their loved ones.
Our firm offers specialized international estate planning services, addressing the unique cross-border considerations that may affect New York residents.
We offer tailored special needs planning solutions in compliance with New York laws, safeguarding the financial well-being of individuals with disabilities.
Our legal team helps clients establish living wills and healthcare proxies in accordance with New York State regulations, ensuring their healthcare preferences are honored.
Hogan, Rossi & Liguori guides clients through the probate process in New York, streamlining the legal aspects of estate settlement.
We provide adept representation in will and trust contests, leveraging our knowledge of New York State law to protect our clients' interests.
Our firm assists in the construction of wills and trusts, ensuring that the intentions of the testator are accurately and legally executed under New York law.
Contact Us
Our law firm is committed to providing the quality legal support you need.
Serving Putnam, Westchester, Hudson Valley
Providing New York With Tailored Estate Services
We proudly represent Putnam, Westchester and surrounding counties in New York’s Hudson Valley, ensuring individuals and families across the state have access to expert estate planning and asset protection solutions.
