Individuals & Families
Wills, Trusts & Estates
Planning for the future of your family and assets, wherever they are.
Overview
What this involves
Estate planning is personal, and it becomes more complex when family members or assets are located in different countries. We help you put a clear plan in place and guide families through estate administration.
A good estate plan gives you peace of mind and spares your family uncertainty and cost. We keep plans clear and practical, and we coordinate with advisors abroad when assets or heirs are located in other countries.
How We Help
How we can help
- Wills and trusts
- Planning for assets held in more than one country
- Powers of attorney and healthcare directives
- Estate administration and probate
- Succession planning for family businesses
Our Process
How the process works
A clear, structured approach, so you always know where your matter stands and what comes next.
Consultation
We discuss your family, your assets and what you want to achieve.
Review and inventory
We review existing documents and assets, including any held in other countries.
Design and draft
We recommend a structure and prepare clear, tailored documents.
Signing
We supervise signing so that documents are validly executed.
Review over time
We recommend periodic reviews as family circumstances, assets and laws change.
Who It's For
Who we help
Individuals and couples at any stage of life
Parents of young children
Business owners planning succession
Families with assets in several countries
People who have moved to or from New York
FAQs
Frequently asked questions
Do I need a will if I do not have much?
A will lets you choose who inherits and who cares for minor children. Without one, state law decides.
Will my foreign will work in New York?
Possibly, but recognition and practical issues can arise. We review how your documents work together across countries.
What is the difference between a will and a trust?
A will takes effect on death and usually goes through probate. A trust can hold assets during your lifetime and after, often with more privacy and control.
This page provides general information, not legal advice. Every situation is different; please contact us to discuss yours.
Request a Consultation
Discuss your wills, trusts and estates matter with us.
Tell us briefly about your situation. We will review your inquiry and contact you to discuss how we can help.