Estate planning is essential for long-term financial security. A well drafted estate plan defines the dissemination of your assets in the event of your death. Depending upon your circumstances, a revocable living trust may be an integral tool to meet your needs....
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Estate Planning
Expecting your first child? Start with your first estate plan
There is so much to do when you are expecting your first child. You are getting the nursery ready, attending prenatal appointments, arranging for child care and more. It is exciting, but one aspect of parenthood that may have gone unnoticed is the need for an estate...
The Importance of a Health Care Proxy
New York State law permits you to appoint a person you trust to make health care decisions on your behalf if you become unable to make those decisions for yourself. That person is called your “Agent.” Typically, an agent is a trusted family member or close friend...
Basics on the Power of Attorney
One of the most important estate planning tools available to our clients is the Power of Attorney. This document allows the Principal (the client) to appoint an Agent. The Agent has the power to make decisions for the Principal regarding financial matters, business...