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Estates & Trusts

Trusted Estate Planning Attorneys Serving Saratoga Springs and the Capital Region

Protecting your assets, honoring your wishes, and providing peace of mind.

A well-crafted estate plan ensures your wishes are honored, your assets are protected, and your loved ones are supported when it matters most.

Whether you’re creating a will, setting up a trust, appointing a Power of Attorney, or navigating probate after a loss, our firm provides practical, compassionate guidance tailored to your needs.

Our Estate Planning Services


We support individuals and families across Saratoga Springs and the Capital Region with straightforward estate planning solutions that offer peace of mind today and security for the future.

Wills &
Trusts

Wills and trusts allow you to decide how your assets are managed and distributed.

We help you create documents that reflect your wishes clearly, protect your loved ones, and reduce the potential for disputes or complications down the road.

Powers of
Attorney

We prepare trusted Powers of Attorney that align with your preferences.

A Power of Attorney appoints a trusted person to make financial or legal decisions on your behalf if you become unable to do so. We ensure your agent has the authority needed to act when necessary.

Probate & Estate Administration

We guide families through probate, handling assets, debts, taxes, & more.

Losing a loved one can be overwhelming. We guide executors and families through the probate process, helping gather assets, pay debts, settle taxes, distribute the estate, and ensure everything is handled properly and in compliance with New York law.

Asset
Protection

We help protect your assets, reduce risk, and ensure your estate plan works as intended.

We provide strategies to help safeguard your assets, minimize risk, and plan for long-term security. Our approach focuses on preserving wealth for your loved ones and ensuring your estate plan functions the way you intend.

Start Your Estate Plan with Confidence

We’ll walk you through your options and create a plan tailored to your goals, your family, and your future.


What You Should Know About Estate Planning

Get clarity on key decisions, documents, and processes involved in protecting your assets and your family.

Do I need a will if I have beneficiaries listed on my accounts?

Yes. Beneficiary designations apply only to certain assets. A will covers the rest and ensures your wishes are followed.

What’s the difference between a will and a trust?

A will distributes assets through probate. A trust can provide more control, privacy, and the ability to avoid probate in certain situations.

How often should I update my estate plan?

Every 3–5 years, or after major life changes such as marriage, divorce, a new child, relocation, or the purchase of real estate.

What does probate involve?

Probate is the legal process of validating a will, appointing an executor, paying debts and taxes, and distributing assets. We help ensure the process is handled smoothly and correctly.

Do I need a Power of Attorney?

Yes. A Power of Attorney ensures someone you trust can manage financial or legal matters if you’re unable to, helping prevent delays or guardianship proceedings.

Why Estate Planning Matters


Planning ahead gives you control over what happens to your assets, your decisions, and your loved ones when it matters most. A thoughtful estate plan helps you:

  • Protect your loved ones
  • Maintain control over your financial and medical decisions
  • Avoid unnecessary court involvement and delays
  • Prepare for unexpected health or financial situations
  • Minimize taxes and administrative burdens
  • Manage risk and preserve your assets
  • Provide clear direction during difficult times
  • Reduce the potential for family disputes

Estate planning is about more than documents — it’s about peace of mind for you and the people who matter most.

Looking for a local estate planning attorney?


We proudly serve clients in Saratoga Springs, Wilton, Ballston Spa, Clifton Park, Glens Falls, Queensbury, and communities across the Capital Region and North Country.

Ready to plan for the future with confidence?

We’re here to help you protect your assets and ensure your wishes are honored.