Family Law


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!

  • “He listens to our needs and fights hard for us!” - Ernie and Cindy
  • “Thanks to him, I have kept my kids safe and happy, my house, and my life…and am forever grateful.” - Caryl Panzanaro
  • “An attorney you can trust to get the best outcome possible even in a difficult situation.” - Elena G.

    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.

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