Asset Protection Put More than 50 Years of Experience on Your Side

Poughkeepsie Asset Protection Lawyer

Knowledgeable in Estate Planning & Elder Law

It’s never too early to begin thinking about asset planning and protection for your estate. It’s also never too late to start. At Klein & Sanchez, P.C., we have more than six decades of combined experience as elder law and estate planning lawyers in Poughkeepsie. We can help you with your asset protection goals at any stage of life.

Set up an initial consultation with our firm to discuss your goals. Call (845) 203-2287!

Protecting What You’ve Earned

When most people begin to plan their estate, they have some specific goals in mind for the assets they’ve worked hard to attain throughout their lives.

These goals often include:

  • Minimize taxes and maximize assets left to beneficiaries
  • Avoid penalties for heirs and beneficiaries
  • Prevent running out of assets before their death
  • Ensure their own quality of care and support for surviving spouse
  • Stay below the qualifying threshold for Medicaid benefits

The law provides elders with many options when it comes to protecting assets, such as trusts, purchases, and more. There are also strict rules to be aware of regarding the gifting or hiding of assets. Klein & Sanchez, P.C. can help you understand the choices and restrictions, and develop a plan that suits the needs of you and your loved ones.

Schedule a free case consultation with our Poughkeepsie estate planning attorneys. Reach us at (845) 203-2287 now!

Contact Our Estate Planning Lawyers Today at (845) 203-2287!

It’s important to begin exploring your options as soon as possible. Even if you think you might be too young to begin thinking about asset protection, contact our Poughkeepsie estate planning attorneys today. The earlier you make a comprehensive plan for asset protection, the greater the amount of your assets that can be preserved for you and your heirs.

Hear From Our Happy Clients

    "I have had the absolute best experience with this law firm"
    I have had the absolute best experience with this law firm. Everyone from the staff to the representation were absolutely wonderful! A case that dragged on and felt like it would never end before I called Klein and Sanchez. With the help of this law firm it finally ended and I am so grateful to have been pointed to them for representation! Ms. Sanchez is professional, on point and handled my case beautifully and I cried with joy when the nightmare was finally over! Mr. Klein was accommodating, professional and so kind in every interaction. If you need something taken care of, look no further! Not all heroes wear capes! Thank you again to this incredible law firm for helping me with such a tough case!
    - Jessemine
    "I would highly recommend Klein & Sanchez"
    Steven Klein handled my divorce; he was very professional and always responded in a timely manner. I felt comfortable asking him and his wonderful staff multiple questions and always got a fast and reliable response. I would highly recommend Klein & Sanchez; they have given me my start to a new beginning.
    - Bonnie B.
    "Highly professional and caring"
    Highly professional and caring. Steve and his team helped guide me through an extremely difficult time. Would highly recommend them to anyone going through a divorce.
    - Brody H.
    "Steven is an exceptional lawyer"
    Steven is an exceptional lawyer, I couldn’t have chosen a better lawyer, he and his team are the best, Steven helped me with my divorce from day one my divorce was complicated but he was always aware of everything I told him, he listens and advises you, and makes the best decisions, what I can say with all my heart, thank you for what you did for me and my children, I will be grateful for my entire life, without a doubt he is the best Thank you 🙏
    - Kleli A.
    "Thank you Steve!"
    Steve Klein handled my divorce along with a rather complicated and complex custody case and he fought with me to the very end. He was patient and professional. He always responded timely and I always felt comfortable asking him numerous questions and Steve was always fabulous!! Thanks to Steve my life is whole again! I’d recommend Steve to anybody looking for an attorney! Thank you Steve!
    - Stevi-Lee M.
    "Steven is very direct and knows his stuff!"
    Steven is very direct and knows his stuff! He should be your first stop in any family legal matter.
    - Kristi N.