Estate Planning

Trust Estate Planning in Syracuse & Baldwinsville, NY

DeFio Law Firm PLLC

Estate Planning

“I’m not afraid of death, I just don’t want to be there when it happens” – Woody Allen

This quote from Woody Allen, while comical to read, is probably the main reason why more than half of adult Americans do not have a Will. It is an easy thing to ignore, which is what most people do- until they can’t.

At DeFio Law Firm, we demystify the process. We operate out of offices in Syracuse and Baldwinsville, NY and offer comprehensive estate planning services to clients throughout the Greater Syracuse area.

Estate Planning - DeFio Law Firm, PLLC - Syracuse, NY

Ensuring Your Wishes Are Fulfilled

From simple bequests to the complex tax matters, we can help you to properly plan and manage your estate, bringing you the peace of mind you deserve. Regardless of the size of your estate or your age, a well thought out and drafted estate plan is one of the cornerstones of anyone’s financial plan.

It is not just about ensuring that your property will be received by the right people, but that it will be done so in the most efficient manner possible. If you have minor children, naming guardians for those children and Trustees for their funds are essential.

DeFio Law Firm also has an extensive team dedicated to assisting clients in the sale or purchase of residential and commercial real estate. This allows us to service our clients better in the majority of cases where real estate comprises a portion of a client’s estate.

A Power of Attorney can be one of the most important documents in your estate planning toolkit. That is because if you should lose capacity, only a properly executed Power of Attorney can give a person the legal permissions to help you with your affairs. This is even true between spouses, as often times a Power of Attorney is necessary for a spouse to access or obtain vital information vital about retirement accounts or life insurance policies.

Similar to a Power of Attorney, appointing the right person to make medical decisions for you under a well prepared Health Care Proxy is not only responsible, it’s often seen as a gift to the family members who have to make those difficult decisions. Giving the right person the proper direction regarding your wishes can make a difficult situation a little easier on your loved ones.

After the death of a loved one, this is often the most confusing and emotionally charged time for a family. Having an attorney experienced in the matters of probate, estate administration and taxes can be essential.

At DeFio Law Firm we can help sort out the complexities associated with the death of a loved one and provide the family with a road map for the whole process — so that the stress of the unknown is gone and the healing can start.