wills & trusts
Make sure what you built goes where you want it
A New York advisor helps you protect your family and your legacy with a clear estate plan. Wills, trusts, and the strategies that keep your wishes, not the courts, in charge.
No obligation · 30 minutes · English or Español
or call (888) 985-6982
THE BASICS
Estate planning isn't just for the wealthy.
If you have a family, a home, or anyone who depends on you, you have an estate, and decisions about it that are better made by you than by a court.
As advisors serving New York families, we help you understand your options and put a plan in place: a will to direct your wishes, a trust to avoid the probate process, and the role life insurance plays in passing on wealth efficiently. Where formal legal documents are needed, we coordinate with trusted estate attorneys so nothing falls through the cracks.
Without a plan, New York law decides who gets what, and the process can be slow, public, and hard on the people you love. A little planning now spares them a great deal later.
KNOW YOUR OPTIONS
A will, a trust, or a full estate plan
Three levels of protection. We'll help you choose what fits your family.
THE ESSENTIALS
WILLS
A will directs who receives what and names guardians for minor children. The basic document every family should have.
Fits: getting your wishes on record
PRIVACY & SPEED
LIVING TRUSTS
A trust lets your family skip the public probate process, keeps your affairs private, and can pass assets faster and more smoothly.
Fits: avoiding probate and keeping privacy
THE FULL PICTURE
Complete Estate Plan
A coordinated plan, will, trust, directives, and life insurance, so every part of your legacy is handled together.
Fits: families who want it all covered
WHY TAURUS FINANCIAL SERVICES?
Estate planning, made human
We explain wills and trusts in plain language, no legal fog
Independent guidance focused on your family, not billable hours
We coordinate with estate attorneys where documents are needed
Bilingual advisors who understand your family and your wishes
The first step is a conversation, not paperwork. We'll help you understand what your family needs and map out a plan, free.
Protecting legacies across New York — and beyond
Our advisors serve New York, New Jersey, and Connecticut, with support in English and Spanish. Wherever you are in the tri-state area, the consultation is free and the plan is yours.
GOOD TO KNOW
Questions, answered straight
What happens if I die without a will in New York?
The state decides who inherits your assets under its default rules, which may not match your wishes, and your estate goes through probate, a public court process that can be slow and stressful for your family. A will and, in many cases, a trust keeps you in control.
What's the difference between a will and a trust?
A will directs who gets what after you pass and must go through probate. A trust can hold your assets, skip probate entirely, keep things private, and take effect while you're alive if needed. Many families use both.
Do I need a trust or just a will?
It depends on your assets, your family, and your goals. Many families are fine with a will; others benefit from a trust to avoid probate or protect children. We'll help you figure out which fits, honestly.
How much does estate planning cost?
It varies with complexity. A basic will is modest; a full plan with a trust costs more. Our consultation is free, and we'll be upfront about costs before you commit to anything.
Do you offer bilingual support?
Yes. We have bilingual advisors and can walk you through your options in English or Spanish.
Decide your legacy while it's still your choice
One free conversation. We'll help you protect your family and make sure what you built ends up exactly where you want it.
(888) 985-6982
Protecting and building wealth for every family for over 24 years.
Call: (888) 985-6982
Email: [email protected]
Serving New York, New Jersey, Connecticut, Delaware, Virginia, North Carolina & Florida.
GET IN TOUCH
Ready to talk?
Book a free consultation, and we'll take it from there.
© 2026 Taurus Financial Services. Licensed insurance agency. Se habla español.