Protecting Your Family's Hard-Earned Assets

Assets that have been hard-earned or passed on from one generation to another are often considered to be treasures that need to be protected. Likewise, any financial gains made through diligent work or a business enterprise must be protected so they can be passed onto future generations. To effectively protect your family's assets, you need a unique estate plan and advice from a lawyer who has in-depth understanding of asset protection laws in New York.

At Olga Berdé Mahl & Associates, we work with clients to help create unique estate plans that involve protecting family assets and ensuring they are not all spent on a care facility prior to Medicare kicking in. We will give you the facts and let you know all your available options.

Developing A Strategy To Effectively Protect Family Assets

Protecting family assets (including protection from costly nursing home fees) can be done — but only with assistance from an advocate who understands the process. We help create long-term plans that effectively protect:

  • Savings
  • Investments
  • Retirement funds
  • Extra Social Security income and excess funds

Estate Planning: Will Preparation May Not Be Enough

It's not always enough just to have a Will in place. You need a more comprehensive estate plan to help preserve your own as well as your family's assets. This could include a Trust, Power of attorney and more. We create detailed estate plans that effectively preserve your own as well as your family's assets while maximizing benefits. Attorney Olga Berdé Mahl has significant experience in this area of law. She is adept at identifying immediate and long-term solutions that fit her clients' needs.

Contact Our Lawyer, Olga Berdé Mahl, To Book Your First Appointment

Please call our firm at 914-336-2080 or contact us online to schedule your first meeting with attorney Olga Berdé Mahl. Flexible appointments are available by request. Located in Westchester County and New York City, we handle cases throughout the surrounding areas and the Boroughs of New York and Long Island.