Westchester County, New York Estate Planning and Settlement Attorneys

Protecting your family's future

No one likes to think about passing away or becoming incapacitated. However, if you have loved ones, a comprehensive estate plan can provide for the orderly transfer of assets, and ensure that your wishes are respected. To learn more about how you can protect your family's future, contact Rosenthal & Markowitz, LLP to speak with a helpful and caring New York estate planning lawyer.

No estate too large, no estate too small

There are three documents that most adults should have:

• Will 
• Healthcare Proxy 
• Power of Attorney

With these three documents, you can articulate your wishes should you become incapacitated, and at your death. Contrary to popular belief, you don't need to have a large estate in order to create an estate plan. We work closely with our clients to tailor a estate plans that address their specific needs and goals. Contact us to find out more.

Probate

When a person dies owning assets in his or her name, a court proceeding is usually necessary to start the estate settlement process. If a decedent died with a will, the pre-determined executor can commence a probate proceeding. If the will is valid, the court appoints an executor to pay the debts and distribute the assets. If the decedent died intestate (without a valid will), the court has an administration proceeding, and appoints an administrator to pay the debts and distribute the assets.

Engaging with the court, the beneficiaries, taxing authorities, and creditors while still grieving can be overwhelming. We assist our probate and administration clients in all phases of the estate settlement process.

• Initiating probate or administration proceedings
• Heirship searches
• Locating and collecting assets
• Reducing and paying the decedent’s debts
• Preparing the estate tax returns
• Selling or transferring assets
• Accountings
• Distributing the assets in accordance with the decedent’s will or the laws of intestate succession
• Assisting the estate’s fiduciary to avoid liability

We can also represent objectant’s to a will or creditors seeking judgment

We cannot bring your loved one back. However, with our knowledge and attention to detail, we can help you see that his or her final wishes are respected.

Contact one of our Westchester County attorneys

Rosenthal & Markowitz, LLP | 45 Knollwood Road | Elmsford, NY 10523
P: 914.347.1292 | F: 914.347.1293

Rosenthal & Markowitz, LLP represents clients throughout Westchester County, and the New York Metropolitan area including the cities of White Plains, Port Chester, Rye, New Rochelle, Chappaqua, and Scarsdale.

Westchester County ▪ Rockland County ▪ Putnam County