Estate Planning Lawyers in the New York Metropolitan Area
Working to Preserve Legacies in Long Island, Queens & Nearby Areas
Anderson, Bowman, Wallshein PLLC is a trusted source for comprehensive estate planning and administration services in the New York metropolitan area. Our firm features attorneys with a wealth of experience and a commitment to providing personalized solutions that cater to clients’ assets, family dynamics, and visions for the future.
If you have yet to create an estate plan, there is no better time than now to start. Having our team create a detailed plan can give you and your loved ones peace of mind. Do you need to update your estate plan? Are you in the process of administering an estate and must have guidance? Turn to us for invaluable support and advice.
Discuss your situation and what our estate planning attorneys in the New York metropolitan area can offer in a free consultation. Call (608) 407-7602 or contact us online to request yours.
Who Is Estate Planning For?
We believe estate planning is for everyone. While thinking about what will happen after you pass away can be uncomfortable, doing so is necessary to ensure your loved ones will be taken care of according to your wishes.
Our attorneys work with clients from all walks of life, including:
Parents who want to provide for their children
Business owners wanting to safeguard assets and ensure smooth succession
Individuals or couples who have significant assets they want to preserve and pass on to loved ones
Older individuals planning for retirement and long-term care
Not sure where to start? Get a free consultation with our experienced attorneys to discuss your legal needs. We’ll provide you with clear guidance and expert advice, with no obligation.
Our attorneys work closely with clients to tailor estate plans to their goals and unique needs. We take the time to truly understand our clients and what they want to achieve before creating a plan.
Once finished, an estate plan may include:
A will, which details how assets should be distributed after your passing
Trusts, which can protect assets from taxes and creditors and ensure they are managed according to your wishes
Powers of attorney for finances and healthcare, which designate someone to make crucial decisions if you become unable to do so
Advance directives or living wills, which express your wishes for end-of-life care
Guardianship designations, which determine who will take care of minor children if you and your co-parent pass away or become incapacitated
A business ownership and succession plan featuring provisions concerning choice of entity, buy-sell agreements, stock bonus and option agreements, and tax-free distributions
Tax-minimizing strategies designed to maximize the value of your estate
Life insurance policies, which can support your loved ones after you pass away
Charitable giving plans that allow you to support important causes while potentially reducing your tax burden
“Mark Anderson is the BEST and I recommend this team with the highest stars possible.”
Renee L.
“Expert Guidance for Complex Legal Matters”
“SBAGK’s team delivered exceptional knowledge and support throughout my partition proceeding. Grateful for their clear guidance and highly recommend them!”
John O.
“Exceptional Support for Your Real Estate Journey”
“Professional, attentive, and dedicated to your needs—Mr. Shiryak, Ms. Saha, and our team ensure a seamless real estate experience.”
Damalai D.
“Highly Recommend to Anyone”
“Mr. Bowman was able to resolve my matter very quickly. Kept me up to speed with everything going on.”
Mohammad R.
“A Decade of Excellence in Real Estate Law”
“NYC developers trust SBAGK for exceptional service in transactions and litigation. Decades of detail-oriented, responsive legal expertise at your side.”
Joshua D.
“Fast, Professional Service for Complex Business Matters”
“Mr. Alexander Kadochnikov provided expert guidance and thorough support, making a complex business transaction seamless and ensuring my best interests every step of the way.”
With 60+ years of combined experience, we excel in high-stakes personal injury, medical malpractice, and civil litigation cases.
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We’re committed to helping you rebuild your life, ensuring you receive personalized attention and the maximum compensation you deserve.
National Recognition, Local Advocacy
Our firm has earned national acclaim for its success, but our focus remains on providing compassionate representation for our community.
No Fees Unless We Win
Your success is our success—our contingency fee model means you don’t pay unless we recover for you.
Estate Planning vs. Administration
Estate planning involves creating a plan for distributing your assets after your passing. On the other hand, estate administration is the process of carrying out and fulfilling the terms of wills, trusts, and other estate planning documents.
Some of the tasks involved in estate administration include:
Proving the validity of a will
Identifying and gathering assets
Paying debts
Filing state and federal death tax returns
Distributing assets according to directions in a will or trust
Our team has extensive experience in estate planning and administration—as well as relevant legal areas like business, real estate, and family law—allowing us to guide clients through every step with confidence and efficiency.
What to Expect from Estate Planning & Administration Lawyers
At Anderson, Bowman, Wallshein PLLC, we aim to protect our clients’ assets and wishes by establishing clear and effective estate plans that leave no detail behind.
To accomplish this, we employ a two-step approach:
We thoroughly analyze what our clients need and want to achieve through estate planning. This step involves reviewing asset portfolios and discussing goals and dynamics unique to each client.
We assist clients in selecting legally enforceable methods for retaining, administering, and transferring wealth and fulfilling their wishes.
In the realm of estate administration, we strive to simplify the process for clients and defend their rights and interests.
Numerous people have been glad they counted on us for estate planning and administration. With the support of our team, clients have safeguarded all kinds of assets, avoided probate, navigated tax laws, made certain their loved ones were taken care of, and more. Visit our Reviews page to read about some of the positive experiences that clients have had at our firm.
Request a free consultation with one of our estate planning and administration lawyers in the New York metropolitan area. Call (608) 407-7602 or get in touch through our online contact form.
