Inheritance Planning

At Ettinger Law Firm, we help clients in New York establish inheritance plans and nurture them throughout their lives. Our experience and customer-focused approach give our clients peace of mind, knowing that the distribution of their inheritances will follow their terms.

What Is Inheritance Planning?

Inheritance planning is the combination of various processes that outline the terms of your estate's distribution. These processes clarify in writing your intentions regarding your beneficiaries — or inheritors — and the distributions of property, investments, bank account funds and valuable belongings.

Beyond determining beneficiaries for your estate, inheritance planning also involves strategic considerations that maximize your control. An inheritance plan can build a strategy with investment strategies, gift schedules, charitable donation intentions and inheritance distribution timelines. These factors allow you to grow your estate during your life, reduce your inheritors' tax obligations and align your family around clear intentions.

There are numerous ways to outline your inheritance plan, including wills and various kinds of trusts. A living trust, for example, can define important estate distribution details and help your loved ones avoid probate. An irrevocable trust, meanwhile, can establish protections for your estate, like securing funds from creditors and limiting estate taxes.

Inheritance Planning Attorneys

At Ettinger Law Firm, we offer personalized strategic guidance for each piece of an inheritance plan. Our attorneys will work with you to align your estate plan with your vision.

If you plan to leave something to the next generation, our attorneys can help you establish an Inheritance Protection Trust (IPT) as part of your plan. These trusts allow you to leave your legacy to your loved ones while keeping it protected. If your loved one is sued or faces divorce, for example, assets left to them in an IPT can remain secure.

With an IPT, you can outline how you wish your loved ones to receive distributions. You can also state where you want assets to go in the event your loved one passes away. Most families choose to keep assets in the blood line. This way assets pass by blood instead of by marriage to in-laws and their families.

Why Choose Us for Inheritance Planning Legal Services?

Ettinger Law Firm is the group to choose when paving the road for your family's future. We leverage numerous years of experience, a diverse legal team, and a robust understanding of state and federal laws to give each client peace of mind. Our attorneys commit to a unique way of doing business where your needs are the primary focus, and your goals drive each decision.

We make inheritance planning more than a one-off consultation — it's an ongoing relationship with an insightful legal team. We monitor accounts over time, adapting them as regulations evolve and updating you during complementary review appointments every three years. All the while, we allow you to take control, always encouraging you to enter agreements at your own pace so you can feel confident in your decisions.

For even more comfort and confidence, we forgo retainers or obligations. Instead, we collect payment only if and when you sign the final versions of your plan. It's your family, your wealth and your future, so choose Ettinger Law Firm to plan inheritances with a firm that will do what's right for you.

Contact Ettinger Law Firm

With Ettinger Law Firm as your inheritance planning partner, you can feel confident that your asset allocation and distribution strategy serve your family's best interests. An experienced attorney is available to discuss your circumstances and begin shaping your plan, so call us or contact us online to schedule a free, zero-obligation consultation.