Bronx & Westchester Estate Planning Attorney
Experienced Estate Planning, Real Estate & Personal Injury Attorneys
Since 1989, Cavallo & Cavallo has been committed to providing the people of New York City and Westchester County with the highest level of legal services in the areas of real estate, estate planning, Medicaid and personal injury law. Whether you are a young couple looking to buy your first home and plan for the future, or an elder homeowner needing to downside or transition to assisted living, our firm will provide high-quality legal services with caring, compassion, and attention to your particular needs. Our Bronx & Westchester estate planning attorneys are a family practice, helping families like yours.
With over 32 years experience representing clients in real estate transactions and guiding them toward comprehensive and effective estate planning, Cavallo & Cavallo Attorneys in the Bronx and Westchester has built a reputation for providing quality legal services with personal attention and concern for the needs of each and every client. We are a family-owned, neighborhood law firm providing high-quality legal services throughout the Five Boroughs, Westchester, and Westchester County in all of the following areas:
Estate Planning & Asset Protection
Estate planning involves more than drafting a will to decide how your property will be distributed to your heirs after you are gone. The right combination of wills and trusts can protect your assets and provide you with the greatest flexibility to meet the needs of you and your family during your lifetime while ensuring that probate and estate administration can be accomplished with a minimum amount of stress, worry, time and expense. Comprehensive estate planning also includes drafting the right instruments to make sure your financial affairs and personal health care are taken care of in the event you become incapacitated and unable to look after these matters on your own.
Estate planning and elder law are deeply personal areas of the law, touching on the most important aspects of life: your family, your home, your health, and your legacy. At Cavallo & Cavallo, we understand that every family’s needs are different. That’s why we’ve dedicated our practice to offering personalized estate planning and elder law services to individuals and families across the Bronx and Westchester County. Whether you are planning ahead for your loved ones or facing urgent decisions related to long-term care, our attorneys provide guidance with professionalism, empathy, and a deep understanding of New York law.
For more than three decades, we’ve helped Bronx and Westchester residents plan with confidence. Estate planning is not only about passing on your assets—it’s about protecting your family, preserving your dignity, and making your wishes known. A well-crafted estate plan includes more than a will. It may also involve one or more trusts to help manage or transfer wealth, reduce taxes, or shield assets from unnecessary probate proceedings. These tools give you flexibility during your lifetime and ensure that your estate can be handled smoothly and efficiently when the time comes. Our firm also assists clients in preparing for the unexpected. We prepare powers of attorney to ensure someone you trust can handle your finances if you become incapacitated, and we draft health care proxies and living wills to clearly communicate your medical preferences. These documents reduce uncertainty and protect your loved ones from having to make difficult decisions without guidance.
Elder law is a natural extension of estate planning. As you or your loved ones age, planning for health care, housing, and asset protection becomes increasingly important. At Cavallo & Cavallo, we help seniors and their families navigate Medicaid eligibility, long-term care planning, nursing home admissions, and asset preservation strategies that protect the family home and savings. With rising health care costs, it’s critical to plan in advance to avoid financial strain later in life.
Whether you are preparing for retirement, updating your estate plan, or helping a parent transition into assisted living, our firm is here to help at every step. We are proud to serve as trusted advisors to generations of Bronx and Westchester families. Our legal team is committed to providing the compassionate and responsive service you deserve.
Real Estate Purchases & Sales
Cavallo & Cavallo are Bronx and Westchester real estate attorneys experienced in representing the interests of buyers, sellers, and lenders in a wide variety of residential and commercial real estate transactions, including purchases, sales and refinancings. We provide advice and assistance at every stage of the process, up to and including representation at refinance closings and bank closings.
Nursing Home and Community Medicaid & NYSARC Trusts
A period of nursing home care is a not uncommon occurrence as we age and our physical health care needs increase. Unfortunately, nursing home care is extremely expensive, and governmental benefits designed to offset these costs are generally only available to people with certain low levels of income. Planning and preparation for this eventuality through the use of Medicaid and NYSARC trusts can help ensure that you are able to access needed care without first having to spend through the savings you have accumulated during your lifetime. As an experienced Bronx estate planning law firm, Cavallo & Cavallo understands the importance of considering Medicaid and NYSARC trusts in your estate plan and can advise and assist you accordingly.
Personal Injury/Work Site Injury
If you have been injured due to the negligence or wrongful conduct of another, whether in an automobile accident, slip and fall, workplace injury, or due to a defective product or medical malpractice, you should not be forced to bear the burden and expense of your injuries that were wrongfully caused by another. We work to make sure that you get the medical care and monetary compensation that you need and deserve to ease your suffering and make up for the harm done to you to the greatest extent possible.
New York Estate Planning FAQs
At Cavallo & Cavallo, we don’t just serve clients—we build relationships. As a family-run firm, we know what it means to care for one another, and we bring that same spirit to every case we handle. Let us help you plan for what matters most.
What estate planning services do Cavallo & Cavallo offer for Bronx and Westchester residents?
Cavallo & Cavallo provides comprehensive estate planning including wills, revocable and irrevocable trusts, powers of attorney, living wills, health care proxies, Medicaid planning, special needs planning, tax planning, and trust administration, all tailored to meet local laws.
Do I need a Bronx or Westchester estate planning attorney, or can I do it myself?
While DIY options exist, a skilled attorney ensures your documents comply with state laws, are properly executed, and fully reflect your wishes—reducing the risk of disputes or probate delays.
How can I avoid probate for property in the Bronx or Westchester?
The firm helps transfer real estate into trusts or uses life-estate deeds and LLCs, enabling your assets to bypass probate and pass directly to beneficiaries.
What’s the difference between a living will and a health care proxy?
A living will details your medical wishes, especially regarding end-of-life care, while a health care proxy designates a trusted person to make decisions if you become incapacitated. Both are important and often used together.
How does Medicaid and long-term care planning work in New York?
Through strategies like Medicaid asset protection trusts, clients can qualify for long-term care benefits while preserving family assets and avoiding the need to spend down their savings.
When should I update my estate plan?
You should update your plan after major life events such as marriage, having children, divorce, acquiring or selling property, changes in financial status, or when laws change.
Can Cavallo & Cavallo assist with estate administration and probate?
Yes. The firm guides executors and personal representatives through probate and trust administration, including court filings, asset distribution, and resolving any legal complications.
What about estate litigation—can Cavallo & Cavallo handle disputes?
They represent clients in will contests, trust disputes, fiduciary misconduct cases, and other forms of estate litigation to ensure rightful inheritance and protect the decedent’s intentions.
Are trusts only for wealthy families?
Trusts are valuable for a wide range of families. They can help avoid probate, protect privacy, plan for incapacity, and distribute assets efficiently—not just for those with high-value estates.
How do I start working with Cavallo & Cavallo on my estate plan?
Call their Bronx or Westchester office to schedule a consultation. They offer personalized estate planning services and can meet in-office or in-home depending on your needs.
Serving Throughout The Bronx & Westchester
- Fordham
- Kingsbridge
- Riverdale
- Morrisania
- Soundview
- Throgs Neck
- Pelham Parkway
- Parkchester
- Hunts Point
- Mott Haven
- Yonkers
- New Rochelle
- Mount Vernon
- White Plains
- Port Chester
- Ossining
- Peekskill
- Tarrytown
- Harrison
- Scarsdale
Bronx Estate Planning Attorneys Helping NYC Residents Face Life’s Biggest Decisions
In New York City and throughout Westchester County, the law firm of Cavallo & Cavallo is ready to help with thoughtful and deliberate estate planning, effective representation in real estate transactions, or achieving a successful verdict or settlement in your personal injury case. Contact Cavallo & Cavallo for a free consultation to find out how we can help you with your legal needs. Buying or selling a home, or planning for your family’s future, are some of the biggest decisions you will make in your lifetime. From estate planning to real estate, our attorneys are here to advise, guide and represent you with diligence, efficiency and personal attention.
Our Bronx estate planning attorneys work to make sure you are well-taken care of during your lifetime while providing the peace of mind that your wishes will be met after you are gone. And if you are buying, selling or leasing a house, condo or co-op, Cavallo & Cavallo provides you with an experienced Bronx real estate attorney who will represent your interests and meet your needs in a timely and efficient manner. Finally, if you have been injured at work or suffered a personal injury because of another’s negligence or misconduct, we work tirelessly to see that you get the medical care and compensation you need and deserve. With offices in the Bronx and Westchester, our attorneys handle real estate and estate planning throughout the five boroughs, as well as Westchester and Putnam Counties. If you are elderly or disabled and can’t make it to our office, don’t worry; we do make house calls, so if you can’t come to us, we’ll come to you.
Our bilingual office staff can also assist you in English or Spanish, as the case requires. For sound advice and professional representation in the areas of real estate, estate planning, Medicaid or personal injury law, contact Cavallo & Cavallo Attorneys for a free consultation.
