Estate Planning

Estate Planning

Serving Clients in New York City and the New York Metropolitan Area


Introduction

Whereas many estate plans can often emphasize taxes to the exclusion of other important life concerns, the plans we prepare here at the Grimaldi Yeung Law Group include a focus on the increasingly difficult areas of long-term care and planning for the transfer of wealth. We know that these are not easy issues to discuss with strangers, even if those strangers are your lawyers who hold your best interests.

For that reason, the peer-recognized attorneys of the Grimaldi Yeung Law Group emphasize the delivery of our legal services within a larger context of compassion and client-centered services. This approach means that we take the time to work with you individually and to understand your legal situation, especially when it comes to your tax and probate concerns.

We want to know the unique features of your hopes and plans for the future — both yours and that of your family. To do that most effectively, we offer our services in a variety of languages, including Cantonese and Mandarin Chinese, Korean, and Italian.

New York Estate Planning Lawyers

We help clients throughout the five boroughs when it comes to their estate planning issues. Our attorneys put years of experience at the service of our clients with respect to a wide variety of estate planning issues, including:

  • Wills
  • Trusts
  • IRAs
  • Tax planning
  • Business succession
  • Wealth management
  • Protection from creditors
  • Probate avoidance

In fact, our firm has authored the book, “5@55.” Based on our years of experience in estate planning matters, we urge our clients to put their legal affairs in order by the age of 55. We recommend each client should get legal documentation customized to his or her own unique situation

Estate Planning Services

Wills

Individuals should have a will so that family and friends can be assured that their wishes for the distribution of their estate will be honored.

Medicaid Planning / Asset Protection

Are you or a loved one faced with long-term care expenses?

Trust

Grimaldi & Yeung LLP has drafted trusts to help countless clients throughout New York.

Special Needs Planning

Special needs is the broad category of requirements and care for..

Retirement Planning

Retirement funds represent a valuable asset and thus are an important segment of a retired person’s income picture.

Life Insurance Planning

Life insurance is a vehicle that many people use to preserve wealth and provide financial security for their families.

Wealth Management

For years, the peer-recognized attorneys of Grimaldi & Yeung LLP have advised clients with respect to their most difficult estate planning.

Digital Estate Planning

We hear more stories about the surviving spouse or family member being told to get