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Estate Planning in Rochester

Secure Your Future With Comprehensive Estate Planning

Estate planning is about more than just preparing documents — it’s about making thoughtful decisions that protect your assets, honor your values, and secure your family’s future. At Clark Peshkin, our estate planning attorneys in Buffalo, Rochester, and Syracuse, NY, provide clear, personalized legal guidance to help you build a plan that meets your unique goals.

Our team takes a modern, comprehensive approach to estate planning, combining in-depth legal knowledge with a client-focused process. Whether you’re planning for your family’s future, preserving generational wealth, preparing for long-term care, or creating protections through trusts, powers of attorney, or healthcare directives, we tailor our strategies to fit your life and your legacy.

Why Choose Clark Peshkin for Estate Planning?

  • Trusted Local Experience:
    Our award-winning attorneys are well-versed in New York estate planning laws and support clients through the estate planning process across Buffalo, Rochester, and Syracuse, NY, everyday.
  • Personalized Strategies:
    We take the time to understand your unique goals, family dynamics, and concerns to create a custom estate plan that truly fits your needs.
  • Comprehensive Services:
    From basic wills to complex trust structures, we offer a full range of estate planning services to ensure that your wishes are honored.
  • Clarity and Transparency:
    We explain your options clearly, so you understand each decision you make.
  • Ongoing Support:
    Estate planning is not a one-time event. We are here to help you update your plan as your life changes.

Our Estate Planning Services

At Clark Peshkin, we offer a wide range of estate planning services to ensure that every aspect of your future is protected:

Powers of Attorney:

  • General and Durable Power of Attorney
  • Limited Power of Attorney for Specific Transactions

Healthcare Directives:

  • Living Will
  • Health Care Proxy
  • HIPAA Authorization

Medicaid and Long-Term Care Planning:

  • Medicaid Asset Protection Trusts
  • Planning for Nursing Home Eligibility
  • Long-Term Care Insurance Strategies

Wills and Trusts:

  • Last Will and Testament
  • Revocable Living Trusts
  • Irrevocable Trusts for Asset Protection
  • Special Needs Trusts for Disabled Beneficiaries
  • Charitable Trusts and Gifting Strategies

Probate and Estate Administration:

  • Guidance for Executors and Trustees
  • Probate Avoidance Strategies
  • Settling Estates Efficiently and Fairly

Tax Planning:

  • Estate Tax Minimization
  • Gift Tax Strategies
  • Income Tax Planning for Beneficiaries
  • Charitable giving strategies
  • Disclaimer trusts

    Estate Planning for Every Stage of Life

    Whether you are young and just starting a family, preparing for retirement, or ensuring that your legacy is preserved for future generations, our estate planning lawyers in Buffalo, Rochester, and Syracuse, NY, can help you create a plan that fits your life.

    • For Young Families:
      Secure guardianship for minor children, establish a will or trust, and set up basic protections.
    • For Professionals and Business Owners:
      Protect assets, minimize taxes, and ensure a smooth transition of your business.
    • For Retirees:
      Optimize your estate to preserve wealth, protect assets from long-term care costs, and simplify asset distribution by avoiding court.
    • For Blended Families:
      Create a plan that fairly provides for all family members and avoids conflicts.

    Testimonials and Blog — Learn from Our Clients and Our Expertise

    Client Testimonials

    We are proud to help our clients achieve peace of mind through effective estate planning. Hear directly from them.

    Explore Our Blog

    Our blog offers expert insight on a wide range of estate planning topics, including asset protection, Medicaid planning, probate and more.

    How We Serve Buffalo, Rochester, and Syracuse, NY

    Our estate planning attorneys are here to help you build a secure future, no matter where you are in Upstate New York:

      Buffalo, NY

      Estate planning and administration for families, professionals, and retirees across Western New York.
      716.354.1611

      Rochester, NY

      Comprehensive estate planning, administration, and elder law services throughout Monroe County and the Finger Lakes.
      585.565.6299

      Syracuse, NY

      Trusted estate planning and administration solutions for individuals and families in the Central New York area. 
      315.895.5979

      We understand the local laws and have strong relationships with the courts in each area, ensuring efficient and effective legal representation.

      How Our Estate Planning Process Works

      1. Initial Consultation:
        • We meet with you (in person or virtually) to discuss your goals, family dynamics, and financial situation.
        • Our attorneys explain your options and recommend strategies that align with your objectives.
      2. Customized Plan Development:
        • We design a personalized estate plan that may include wills, trusts, powers of attorney, and healthcare directives.
        • Our attorneys ensure that your plan is legally sound and protects your interests.
      3. Document Preparation and Review:
        • We draft all necessary legal documents and review the terms with you to ensure accuracy and clarity.
      4. Signing and Implementation:
        • We oversee the signing of your documents, making sure all formalities are properly completed.
        • Our team helps you title assets correctly and implement your plan.
      5. Ongoing Support and Updates:
        • As your life changes, we are here to help you update your plan and keep it aligned with your goals.

      Frequently Asked Questions About Estate Planning

      What Happens If I Die Without a Will in New York?
      Without a will, your estate will be distributed according to New York’s intestate succession laws, which may not align with your wishes.
      How Can I Protect My Assets From Nursing Home Costs?
      Our attorneys can help you create a Medicaid Asset Protection Trust to preserve your assets while ensuring eligibility for care.
      Do I Need a Trust If I Have a Will?
      A trust can provide additional benefits, such as avoiding probate, protecting assets, and managing wealth for beneficiaries.
      Can I Change My Estate Plan Later?
      Yes, you can update your estate plan at any time to reflect changes in your family, finances, or preferences.

      Estate Planning Workshops

      We offer free educational workshops on estate planning and elder law, providing valuable insights on:

      • Understanding wills, trusts, and powers of attorney.
      • Protecting your assets from nursing home costs.
      • Planning for Medicaid eligibility.
      • Estate tax planning and strategies

      Contact the Estate Planning Attorneys at Clark Peshkin

      If you are looking for trusted estate planning attorneys in Buffalo, Rochester, or Syracuse, NY, Clark Peshkin is here to help. Our team offers personalized, strategic solutions to protect your assets, ensure your wishes are honored, and secure your family’s future.

      Buffalo, NY

      350 Main Street, Suite 2405,
      Buffalo, NY 14202

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      Rochester, NY

      80 Linden Oaks, Suite 310,
      Rochester, NY 14625

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      Syracuse, NY

      109 South Warren Street, Suite 318,
      Syracuse, NY 13202

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      Buffalo Estate Planning

      Rochester Estate Planning

      Syracuse Estate Planning