Wills and Estate Planning in Purchase, NY

You have been effective in handling your money during your lifetime, but now you have to think beyond this to the fiscal security of your own survivors

Sound advice from a professional wills and estate planning adviser can provide you reassurance that your cash, property, and resources will be appropriately dispersed after you're gone. 

James G. Louis Esq, PLLC has helped many people in our local Purchase, New York community prepare for the future financial security of their loved ones

No matter your economic situation, it's never too early to begin wills and estate planning for your financial potential. Why not start now? We can assist you in defining your Purchase, NY wills and estate planning goals, and offer you the best options for your individual circumstances.

Your will summarizes how your assets will be distributed, and who will administer your assets in the event of illness, incapacity, or death. Failure to acquire a will could result in complicated legal entanglements, which could prevent your assets from being distributed correctly. 

If you have a life insurance plan or retirement savings program, it's important that the person you want to receive the money is clearly stated

Naming a beneficiary will ensure that the insurance amount will be passed without taxation or probate fees. Charitable giving is a wise choice for people who want to give back, and it can help reduce taxation at the time of passing.

Wills and estate planning on your own can be a daunting and confusing task



Let James G. Louis Esq, PLLC help you. We know that wills and estate planning is very different from client to client, and we devote the same meticulous care and attention to detail to each of our clients. When you team up with James G. Louis Esq, PLLC, you will benefit from a group of expert wills and estate planning advisors who will be with you every step of the way. We will organize and review your wills and estate planning documents with you, and ensure they meet your needs and desires. 

Give James G. Louis Esq, PLLC a call today to see how we can help you with your wills and estate planning!