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Estate Planning Assistance

Programs that offer a review of options and assistance to people who want to provide for the administration and/or protection of their assets during their lifetime, develop a plan for managing their finances in the event of a disabling illness, prepare binding instructions for the health care they wish to receive or avoid should they become terminally ill, make arrangements for the disposition of their assets with a minimum amount of taxation upon their death and provide for the administration of their estate should their spouse or other beneficiaries be incapable of managing their affairs. Estate planning provides an opportunity for individuals to make their wishes known and to name the person(s) who will be responsible for carrying out those directives. Tools available during the estate planning process include a Last Will and Testament, durable power of attorney for health care, durable financial power of attorney and a directive to physicians such as a living will, natural death directive or other state-recognized document. A revocable living trust may also be appropriate in some circumstances.

Found 3 resources (displaying 3)

Life Care Planning

Thru: Lifespan of Greater Rochester

Adults with disabilities 18 years and older, their caregivers and families.
Map Marker 1

Future Care Planning Services

1000 Elmwood Avenue
Suite 500
Rochester, NY

Thru: Heritage Christian Services

Call for information.
Map Marker 2

Heritage Christian Services

275 Kenneth Drive
Suite 100
Rochester, NY

Trust Administration

Thru: Monroe County Surrogate's Court

The subject of the proceeding should be or had been a resident of Monroe County.
Map Marker 3

Monroe County Surrogate's Court

99 Exchange Boulevard
Room 541, Hall of Justice
Rochester, NY

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