Rochester Estate Planning & Probate Attorneys

Exceptional Legal Representatives in Your Corner

At Barron, Rosenberg, Mayoras & Mayoras P.C., our team of compassionate and talented lawyers is committed to helping clients throughout the greater Rochester area understand all of their legal options regarding estate planning and probate. Our law firm is backed by more than 90 years of collective legal experience, and we possess the extensive resources you need on your side to pursue your unique estate planning goals and ensure your rights and best interests are protected.

To learn more about the ways a Rochester estate planning attorney can help you, call (248) 213-9514. 

We Make Estate Planning Simple

We serve clients of all backgrounds, including those who are just starting a family and business owners running complicated operations. Whether you are entering your golden years or want to make sure your loved ones can inherit your property and assets, we can walk you through each phase of the estate planning process.

Get in touch with our firm today if you need legal advice regarding any of the following estate planning matters:

• Wills
• Living trusts
• Medicaid planning
• Conservatorships and guardianships
• Nursing home planning
• Estate and trust administration

Protect Your Legacy with Comprehensive Estate Planning Services in Rochester, NY

Planning for the future is essential to ensure that your assets and wishes are protected. Our experienced Rochester estate planning attorneys can help you create a comprehensive plan that meets your unique needs and goals. Whether you need assistance with drafting a will, establishing trusts, or navigating the probate process, we are here to guide you every step of the way:

Ensuring Your Assets Are Distributed According to Your Wishes
One of the primary benefits of estate planning is the ability to specify how your assets will be distributed after your passing. By drafting a clear and legally sound will, you can ensure that your property, investments, and belongings go to the beneficiaries you choose. This eliminates potential disputes among heirs and provides peace of mind knowing your wishes will be honored.

Minimizing Estate Taxes and Avoiding Probate Delays
Effective estate planning can help minimize the taxes imposed on your estate, preserving more of your wealth for your beneficiaries. By employing strategies such as setting up trusts, making charitable donations, and leveraging tax exemptions, our Rochester estate planning lawyers can work to reduce the tax burden on your estate. Additionally, proper planning can help avoid the lengthy and costly probate process, allowing for a smoother and faster transfer of assets to your heirs.

Providing for Your Loved Ones' Financial Security
Comprehensive estate planning ensures that your loved ones are financially secure after your passing. This includes setting up trusts to manage and protect assets for minor children, providing for a spouse, and making arrangements for special needs dependents. With a well-crafted estate plan, you can ensure that your family members are taken care of according to your wishes, regardless of the circumstances.

Preserving Your Legacy for Future Generations
An essential aspect of estate planning is the protection and preservation of your legacy for future generations. This can involve creating trusts that ensure your wealth is managed and distributed according to your long-term goals, funding education for grandchildren, or supporting charitable causes that are important to you. Our Rochester estate planning attorneys will work with you to design a plan that reflects your values and leaves a lasting impact.

FAQ: Estate Planning Services at Barron, Rosenberg, Mayoras & Mayoras P.C.

1. What is estate planning, and why is it important?
Estate planning involves organizing your assets and creating legal documents like wills and trusts to determine how they will be managed or distributed after your passing. It ensures your wishes are honored, minimizes taxes, avoids probate delays, and provides financial security for your loved ones.

2. Do I need a lawyer to create a will?
While it’s possible to draft a will on your own, working with an experienced estate planning attorney ensures that your will complies with state laws, is legally enforceable, and minimizes the risk of disputes among beneficiaries.

3. What’s the difference between a will and a living trust?
A will takes effect after your death and outlines how your assets will be distributed. A living trust becomes effective immediately upon creation, allowing you to transfer assets to beneficiaries without going through probate, which can save time and money.

4. How can estate planning reduce taxes?
By setting up trusts, making charitable donations, and utilizing tax exemptions, estate planning strategies can minimize estate taxes and preserve more of your wealth for your beneficiaries.

5. What is probate, and how can I avoid it?
Probate is the legal process of validating a will and distributing assets. It can be time-consuming and costly. You can avoid probate by creating a living trust or ensuring that certain assets are titled to pass directly to beneficiaries.

6. How does Medicaid planning factor into estate planning?
Medicaid planning helps you qualify for Medicaid benefits to cover long-term care costs while protecting your assets. Our attorneys can guide you through this process to ensure compliance and financial security.

7. Can estate planning provide for special needs dependents?
Yes. Setting up a special needs trust ensures that dependents with disabilities are financially supported without jeopardizing their eligibility for government assistance programs.

8. How often should I update my estate plan?
You should review and update your estate plan after significant life events such as marriage, divorce, the birth of a child, or changes in financial circumstances. Regular reviews every few years are also recommended.

9. What happens if I pass away without an estate plan?
If you die without a will or trust, your assets will be distributed according to state intestacy laws, which may not align with your wishes. This can lead to family disputes and lengthy legal processes.

10. How do I get started with estate planning?
Contact us at Barron, Rosenberg, Mayoras & Mayoras P.C. to schedule a consultation. Our experienced team will guide you through the process, answer your questions, and create a plan tailored to your needs.

Give us a call today at (248) 213-9514 or contact us online to request a consultation with our professionals serving Rochester.