Leading New York Estate Planning Attorney
Trusted Estate Planning Attorneys Serving New York
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Leading New York Estate Planning Attorney
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The New York Estate Planning Attorney
Roach, Lennon & Brown’s legal practice exemplifies the intersection of traditional wisdom and contemporary innovation. With over 100 years of combined experience, the boutique firm excels in delivering sophisticated and practical legal solutions tailored for discerning clients. The firm combines the expansive capacity typical of a large firm with the agility and cost-effectiveness of a boutique firm, serving clients across the United States and internationally. Their Trusts and Estates practice offers an encompassing approach, spanning from the architecture of tailored estate strategies to their careful execution and administration, safeguarding legacies both in life and for generations to come.
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At Roach, Lennon & Brown, PLLC we prioritize every case and have the track record to prove it. You can count on us handling your case with the utmost sense of urgency, outwitting and outworking the competition.
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Practice Areas
Roach, Lennon & Brown, PLLC, is a full-service law firm with offices in New York. Our team of personal Estate Planning lawyers provides skilled counsel and litigation for clients in need of personal Estate Planning representation.
Wills & Testaments
Trusts
Powers of Attorney
Health Care Proxies
Estate Administration & Probate
Asset Protection & Elder Law
Estate & Gift Tax Planning
Business Succession Planning
How The Process Works
Initial Consultation
Meet with an attorney at Roach, Lennon & Brown to discuss your estate planning goals, family circumstances, and financial situation. Together, we’ll determine the best strategy to protect your assets and legacy.
Customized Estate Plan Design
Your attorney crafts a tailored estate strategy, including Wills, Trusts, Health Care Proxies, and Powers of Attorney, designed to address your unique needs and minimize tax implications.
Review and Execution
All documents are carefully reviewed with you to ensure accuracy and alignment with your wishes. Once finalized, the documents are properly executed in accordance with New York law.
Ongoing Updates and Administration
Your estate plan is periodically reviewed and updated to reflect changes in your life, family, or the law, ensuring your plan remains effective and your legacy is preserved.
What To Know About Your Estate Plan
Every estate plan is unique, but key elements include a will, trusts, power of attorney, and healthcare directives. We guide you through protecting your assets, reducing taxes, and ensuring your wishes are honored. With our experience, you’ll have peace of mind, knowing your legacy is secure for future generations.
What is estate planning and why is it important?
Estate planning is the process of arranging for the management and distribution of your assets during your lifetime and after death. It ensures your wishes are honored, minimizes taxes, and provides for your loved ones.
What documents are typically included in an estate plan?
A comprehensive estate plan usually includes a Last Will and Testament, one or more Trusts, a Health Care Proxy, a Power of Attorney, and sometimes a Living Will. Each document serves a distinct purpose in protecting your interests.
When should I update my estate plan?
You should review and update your estate plan after major life events such as marriage, divorce, the birth of a child, a significant change in assets, or changes in tax laws. Regular reviews every few years are also recommended.
What is the difference between a Will and a Trust?
A Will directs how your assets are distributed after death and must go through probate. A Trust can manage assets during your lifetime and after death, often avoiding probate, providing privacy, and offering greater control over distributions.
How can estate planning help reduce taxes?
Proper estate planning can minimize estate and gift taxes through strategies such as trusts, gifting programs, and charitable giving. An attorney can design a plan that takes advantage of available exemptions and deductions under current tax law.
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Contact Roach, Lennon & Brown PLLC today for expert legal representation in New York.
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