Estate & Medicaid Planning in Syracuse & Baldwinsville, NY

We believe estate planning should start with understanding you—not simply choosing documents from a checklist.

We’ll discuss your family, assets, concerns, and goals, explain the available options, and help develop a plan suited to your individual circumstances.

Absolutely. We believe an attorney should be an educator as well as an advisor. We’ll explain what your documents are designed to accomplish, why particular strategies may be appropriate, and answer your questions so you can make informed decisions.

Yes. Estate plans aren’t necessarily something you create once and never revisit. Marriage, loss of a spouse, changing assets, health concerns, long-term-care needs, and other life events can all justify reviewing your plan. We’re here to help as those needs evolve.

Every family’s situation is different, so we prefer to understand your needs before determining the appropriate scope of work. During the consultation process, we’ll discuss your circumstances, the services that may be appropriate, and applicable fees so you can make an informed decision.

That’s okay. Existing documents can be reviewed in light of your current circumstances and goals. If your family, finances, health, or wishes have changed, we can discuss whether updates may be appropriate.

Different trusts accomplish different objectives and come with different rules. Rather than assuming a particular trust is right for you, we’ll explain how the proposed structure works, what it can and cannot accomplish, and what it would mean for your assets before you make a decision.