Estate Planning

Get in touch with the attorneys at Reda & Birnbaum for will drafting and general estate planning services.

Many people do not understand how trusts work and they have not done even the most rudimentary estate planning. Frankly, people often do not relate to the term “estate planning.”  

 Estate planning is really the process of organizing assets and developing planning documents that will assure: 1) ease of management of assets in the event of incapacity or diminished capacity and 2) ease of transfer of assets in the event of a death.  

 Our objective is to help simplify the planning process and to design a plan that will make any transfers upon death simple and cost-effective. 

 To a large extent the planning process is intended to make things clear, simple and inexpensive for other family members. Trusts and well-designed estate plans can help to accomplish this goal.

We know what the issues are and what questions to ask so that if a client becomes ill or dies, everything will be taken care of. While there are more pleasant things to do, planning an estate is something that serves to smooth the way for your family. Our clients routinely leave our office feeling relieved and accomplished after getting their planning documents in order. We can assure you it will be easier than you think. The value of doing even a simple estate plan is very high and can save many thousands of dollars in estate administration expenses and legal fees.

We are always available for telephone consultations with our clients. You are free to call with any questions – we don’t charge our clients additionally for estate planning phone calls.

 There are occasions when estate settlement becomes contentious and litigation over wills or estate matters is necessary. In these cases, it is essential that you have an experienced Surrogate’s Court practitioner to handle the matter. Our practice includes all phases of Surrogate’s Court work and handling contested matters.