Planning for your future can feel overwhelming. Having a dedicated and knowledgeable attorney by your side can make all the difference. At McAdoo Estate Planning, we understand the importance of securing your legacy and protecting your loved ones. Our firm specializes in providing personalized, effective estate planning solutions tailored to your unique needs and goals. Let us guide you through every step with professionalism and care.
Practice Areas
Estate Planning
Medicaid
Probate
Wills & Trusts
We will make the process of Estate Planning as easy and painless as possible for you.
Kimberly McAdoo is a New York State licensed attorney who believes that all families deserve to thrive and that all parents deserve to have peace of mind. This is the main reason why she established McAdoo Estate Planning, LLC, with a specific focus on helping parents to preserve what they have worked so hard for so that they are remembered as the "Family Hero."
Ms. McAdoo’s passion is based on her lifepath. As the mother of a non-verbal autistic son, she has learned through experience that planning for the future is the way to gain peace for the present. This has compelled her to set-up a supplemental needs trust for her son and to gain guardianship over him to manage his affairs.
Ms. McAdoo work-ethic was instilled in her by mother and father. Born in North Carolina to a two-income family, she learned the value of hard work, consistency, and diligence.
Meet Your Attorney
"Kim McAdoo gave an amazing presentation at my church. We were all well educated about the process of setting up a trust to protect assets. I highly recommend working with Kim McAdoo."
Caleb O.
"Attorney McAdoo and her team were friendly and professional, competent and thoughtful, patient and easy to work with. Very accommodating and considerate. Was definitely a smart choice."
CJ.
"My experience working with Kim McAdoo and Scott Holt of McAdoo Estate Planning was great. They helped me with my Trust and Will. They answered all my questions which put my at ease. The process easy and I would recommend them to anyone."
Kamlyn T.
Years Experience
Successful Cases
20+
1000+
500+
5 Star Ratings
Estate planning is a process allowing you to arrange how you want your assets to be managed and distributed upon your death. Sometimes, if you have limited assets, limited beneficiaries, and limited instructions on how to distribute your assets to the beneficiaries, planning is pretty straightforward. On the other hand, the more assets, the more beneficiaries, and the more instructions may require an estate plan that is more complex and varied.
Generally, there are two components of estate planning with one involving the legal aspects of it and the other involving the non-legal aspects of the plan. Your estate planning attorney can help with both. Legally speaking, your lawyer will review your personal and financial situation and create documents that address the latter. Non-legally speaking, your lawyer will develop an investment strategy for retirement purposes.
An estate plan will include the documents that accommodate your specific needs. It may involve some or all of the following:
Last will and testamentDying without a will means you die intestate. Your assets and belongings will get passed to your heirs according to your state's intestacy laws. Having a will in place can avoid many unnecessary complications and potential disputes, which is why we encourage all our clients to begin their estate planning as early as possible.
When planning your estate, it's important to consider the following:
Beneficiaries – Who will inherit your property, assets, and possessions?There are several ways to establish a special needs trust, and the process can be complex. The most crucial step is to work with an experienced attorney who can guide you through the legal requirements and ensure everything is set up correctly.
A special needs trust is a legal arrangement where assets are transferred to a trustee, who manages them for the benefit of an individual—typically someone with disabilities or special needs. This type of trust helps provide financial support while protecting the beneficiary’s eligibility for government benefits.
If you're considering setting up a special needs trust, book a consultation today to get started.
Frequently Asked Questions
McAdoo Estate Planning Is Here for You
43 W 43rd Street, Suite 95 New York, NY 10036
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