The Law Office of Robert J. Maher, P.C.

Estate Planning

Mr Maher has long advocated the importance of having an estate plan in place that meets the needs of its clients now and in the future. The firm helps clients prepare wills, trusts, living trusts, powers of attorney, living wills, standby guardianship documents and health care proxies that protect their family and assets. Mr Maher also helps clients develop a complete and current estate plan that reflects the tax, wealth preservation and personal needs of its clients by working with clients to determine those needs.

For a quick read on the key issues you should consider in estate planning, take a look at our e-Guide.

And if you're ready to get started, why not take advantage of my complimentary Family Planning Session.

Probate and Estate Administration. Mr Maher represents executors, trustees and other fiduciaries in the probate and estate administration process. Read our FAQ on what is required to get a will approved for execution in the state of New York. If you're an executor, take a look at a detailed checklist which can help you.  Mr Maher can also guide you if you're thinking about appointing an executor.

Families with Younger Children. Many associate estate planning with the elderly and/or those with substantial assets. Estate planning also benefits families with young children, families where one or both spouses have children from prior marriages or relationships (blended families), families involving same sex marriages, and single parent families. Mr Maher helps clients create plans and draft documents that reflect their wishes regarding the care and upbringing of their children in the event they are incapacitated or unable to care for them.  You can also learn more about guardianship from this video and from this FAQ on Guardianship.

Single Parents. In some sense, estate planning for single parents is much more urgent than it is for two-parents families. When you're raising children on your own, it's crucial to ensure that all contingencies are catered for. Read more here about the key points to bear in mind when you're a single parent who wishes to plan for and protect your children and your legacy.

Guardianship Proceedings for the Incapacitated. As court-appointed counsel and guardian for the incapacitated,  Mr. Maher represents and advocates for those who are unable to make decisions for themselves. 

Immigrants and Foreign Investors. Couples where one spouse is U.S. citizen and the other a Lawful Permanent Residents (green card holders) also face estate planning challenges regarding the marital exemption, while  and U.S. citizens with properties in a foreign jurisdiction must grapple with the issue of taxation in two countries. A non-resident alien who dies owning property in the United States or shares in entities that own property in the United States is subject to estate tax.  A non-resident alien who owns property may also be subject to a gift tax if the individual transfer the property to a third party.  These taxes can be up to 45% of the value of the real estate.

Elder Law. Mr Maher helps clients plan for their own disability and the issues related to planning for nursing home care or for the care of a spouse or special needs child. He creates plans designed to protect a client's wealth and preserve a family’s assets while maintaining eligibility for government programs.