Estate Planning, Wills and Trusts Albany, Saratoga Springs, Kingston NY & Beyond

Herzog Law Firm offers compassionate estate planning to clients in the Capital Region and greater NY state. From the moment you step into one of our three offices—in Albany, Saratoga Springs, and Kingston—you and your family will be in the care of a dedicated team with years of experience in trust and will administration, advance directives, asset protection, and client care.

What is Estate Planning?

Estate planning involves the preparation of tasks that serve to manage an individual’s assets and affairs in the event of their incapacitation or death.

It can include trust and will services, along with careful coordination of asset ownership and beneficiary designations. Estate planning can also include family planning, which focuses on addressing the financial and personal needs of your family members and dependents.

smiling photo of Phil Vacchio, Jane-Marie Schaeffer and David Kubikian against a green background

The Process

At Herzog Law Firm, estate planning is tailored to each individual and family.

Our attorneys will consult with you regarding all aspects of your case, including your current financial situation, long-term care plans, wishes regarding loved ones, and more. We’ll explain all your options and create a specialized plan that meets your needs and upholds your wishes. We’ll also ensure that you and your loved ones understand each step of the process along the way.

Benefits of Estate Planning

  • Minimize estate taxes
  • Avoid probate (legal process of validating a will)
  • Provide financial security for family members and dependents
  • Facilitate the smooth transfer of assets
  • Preserve family wealth and values
  • Plan for the continuity of family businesses

Key Components of Estate & Family Planning

Will

A legal document that outlines how a person's assets should be distributed upon their death

Trusts

Legal arrangements allowing a third party (trustee) to hold assets on behalf of beneficiaries

Power of Attorney

Designating someone to make financial decisions on your behalf if you become unable to do so

Advance Directive/Living Will

Outlining medical treatment preferences in case of incapacity

Beneficiary Designations

Ensuring that assets like life insurance policies and retirement accounts pass to intended beneficiaries

Guardianship

Designating a legal guardian for minor children in case both parents are unable to care for them

Education Planning

Allocating funds or resources for the education of children or dependents

Asset Protection

Ensuring that assets are managed and distributed in a way that benefits family members while protecting them from potential challenges

Connect With Us

To learn more about estate planning in Albany, the greater Capital Region, or Upstate NY from the experts at Herzog Law Firm, give us a call at (518) 465-7581 or fill out the form below to schedule a free consultation.