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Estate Planning–Back to the Basics

This edition of the Koldin Law Center E-Newsletter begins a series going “Back to the Basics” to meet your estate planning objectives.

All prior newsletters are saved on our website. You can read them by clicking here.

As Elderlaw attorneys, we use our initial consultation to learn what objectives our clients desire to accomplish.

Some objectives that we will explore in this series are:

  1. Who will make medical decisions for me if I become incapacitated?
  2. Who will make financial decisions for me if I become incapacitated?
  3. Do I need a Will?
  4. Who will care for my minor children if I pass away?
  5. Who will manage my minor children’s finances if I pass away?
  6. If I have a disabled child or grandchild, do I want to have his/her share held in a Supplemental Needs Trust?
  7. If this is a second marriage, do I want to leave everything to my spouse or do I want to take steps to protect the inheritance for my children?
  8. Do I want to leave some or all of my spouse’s inheritance in a Trust?
  9. Do I want to avoid Probate?
  10. Do I want to protect my life savings in the event my spouse or I need long term care at home or in a nursing home?

The next newsletters in this series will discuss each of these questions.
 
At the Koldin Law Center, P.C., located in East Syracuse, New York, we have over 50 years of experience helping individuals plan for immediate crisis and long term care.

The Koldin Law Center, P.C. limits its practice to the specific field of Elder Law which includes estate planning and Medicaid law. 

Our attorneys are available to discuss your estate planning options, including the advantages and disadvantages of Revocable Trusts and Irrevocable Trusts, along with other estate planning considerations including a Will, Power of Attorney, and Health Care Proxy. 

When the Koldin Law Center, P.C. handles a Medicaid case, we not only handle the entire application process, but we also review asset protection options with our clients. We review with our clients who are already in a Nursing Home options to protect some or all of their assets beyond merely establishing Medicaid eligibility.

We do not charge a fee for the initial consultation. We welcome your children, family attorney, accountant, and/or financial planner to be present at the initial consultation.

There is something you can do.

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Our Attorneys are available to speak to your organization

Our Attorneys speak to groups throughout New York State as a public service. If you would like to arrange for one of our Attorneys to speak to your group, please contact our office.

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We appreciate your referrals

We have been told by many clients who are in a crisis that they wish they had known about our firm much sooner. We are proud of the many families we have helped in times of crisis.

We are also proud of the many families we helped avoid financial crisis by doing estate planning in advance.

We all share the responsibility for making our family and friends aware of the planning options available to them.

Your referral to the Koldin Law Center could make a major difference in the lives of your family and friends if they are someday faced with a long term illness.

Remember that the Koldin Law Center offers many services for clients of all ages. Our services range from basic estate planning such as a simple will to complex estate planning including asset preservation planning.

THERE IS NO FEE FOR THE INITIAL CONSULTATION

E - Newsletter

Practice Areas

Basic Estate Planning

Trust Planning

Medicaid Planning And MedicaidApplications

Planning For Individuals With Disabilities

Probate And EstateAdministration