Your efforts - and the wealth you’ve realized from them - have taken you places. They’ve helped you raise a family, accomplish charitable goals, brought you closer to your aspirations. Chances are, you didn’t get this far without careful planning. We invite you to look ahead with us in a different kind of planning – the kind that ensures that your wealth, your health, and your personal affairs are managed the way you want, when you can no longer manage them yourself. We invite you to look beyond to the time when your wealth passes to the next generation. Who should inherit the results of your labor and savings? What aims should your wealth accomplish? Who do you trust to make sure your wishes are carried out?

Our attorneys offer a full range of planning services, from the creation of basic advance directives (powers of attorney, health care proxies and living wills), to more complex areas of estate and tax planning with wills and trusts. Our department generates several hundred estate plans each year, and is one of the most productive - and respected - estate planning practices in the Capital Region. Our attorneys will take the time necessary to ensure that the plan we create meets your particularized needs and goals. After all, one of our goals is your peace of mind.


  • Wills and Testamentary Trusts
  • Revocable and Irrevocable Living Trusts
  • Tax Advantaged Trusts, such as Irrevocable Life Insurance Trusts (ILIT), Grantor Retained Annuity or Uni- Trusts (GRAT, GRUT), Charitable Remainder and Charitable Lead Trusts (CRAT, CRUT, CLAT, CLUT), Qualified Personal Residence Trusts (QPRT), or Qualified Terminable Interest Trusts (QTIP)
  • Planning for beneficiaries with special needs
  • Retirement Benefit Planning
  • Business Succession Planning
  • Planning for minor beneficiaries, trusts for children, custodians and guardians
  • Choosing the right Executor, Trustee or Guardian
  • Medicaid Planning

The effective disposition of your wealth and management of your affairs comes from timely, thoughtful planning. Contact one of our attorneys today to address your estate planning needs.


 

 

Higgins, Roberts, Beyerl & Coan. P.C.- 1430 Balltown Rd. Schenectady NY, 12309  - Tel: 518-374-3399 - Fax: 518-374-9416




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