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Why You Should Set Up A Will Or Trust

Planning and addressing your family’s long-term financial needs and well-being is incredibly important – if you become incapacitated or die, do you know what will happen to your assets? Will they go to the parties you desire? Moreover, failure to plan accordingly can result in the denial of certain benefits or serious tax repercussions, particularly in a complex or large estate. That said, everyone should have a basic estate plan.

If you are planning for your estate, it is important to partner with a lawyer who has extensive experience and can help you to account for all assets and your long-term family goals. Work with a lawyer who will provide you with the personal attention and the customized approach you are looking for when it comes to your personal estate planning, administration or probate needs.

Experience Matters When It Comes To Estate Planning And Estate Administration

My name is Anthony J. Cervi. For nearly 20 years, I have helped individuals and families in and near Buffalo, New York, handle estate administration and planning issues. As with all areas in which I practice, I am invested in the outcome and care about how these plans affect my clients and their families.

I am ready to work on estate planning and administration cases involving:

  • Power of attorney (financial or health care)
  • Health care proxy (who will make health care decisions for you if you are incapacitated)
  • Making changes to planning documents after a divorce
  • Drafting and revising of wills and living wills
  • Guardian ad litem issues (often called conservatorship) and Article 81

The hallmark of my approach in my estate planning practice is attention to detail. I will ensure that all documentation preserves your intent and integrity, regardless of the circumstance. I am there for my clients every step of the way to help them make revisions, if necessary, as life does throw us curve balls.

My staff and I can assist in closing an estate after a loved one has passed. We will help with a final asset inventory, in accessing all final accounting of the estate monies, with the transition of wealth to assigned beneficiaries, help to acquire an EIN, and provide advice and guidance on the numerous steps involved in closing an estate.

Get The Help You Need To You Plan Your Future

There is no better time than now to start discussing your estate planning goals. Do not wait for a crisis to make those very important decisions that will impact your family. Remember, if you do not make these decisions, then someone else will have to. To get in touch and schedule an initial phone consultation to discuss your legal matter involving wills and estates with me, attorney Anthony J. Cervi, call 716-262-8485 or email me.