Estate Planning

Helping aging parents in New York get organized with estate planning can feel overwhelming. Beyond just discussing it, there’s the important task of gathering pertinent documents, understanding their wishes and making sure everything is in order. If you’re looking for a clear, practical way to support and walk your parents through this process, here are ...

Planning is important, but it becomes even more essential as people age. Health emergencies can arise during this time and if you are not prepared, it could become a legal headache, too. That is why having the proper documents in place can protect you, your health and your assets. If you are a senior, here ...

Procrastination is part of human nature. People choose to delay activities and responsibilities that require a lot of time or energy. They avoid obligations that seem expensive or uncomfortable. For many people, estate planning is synonymous with thinking about death, which they find unpleasant. They know they should create an estate plan, but there are ...

Planning for your future and that of your loved ones is crucial. Estate planning documents can help you state your wishes should you die or become incapacitated. However, to enjoy the benefits of estate planning, you need to make the right moves. The following are four mistakes to avoid when planning your estate. 1. Forgetting ...

Once you decide it’s time to create an estate plan or update your old one, you need someone with the training and experience to help implement your ideas. While all estate planning attorneys must have the appropriate education and a license, that isn’t all you should look for in a representative. Even something seemingly insignificant, ...

Insurance policies, bank accounts, houses and motor vehicles may be on a lot of people’s minds when they hear the term “estate dispute,” but it’s often the little things that create the most problem. Those “little things,” like Dad’s watches or Mon’s diamonds, often have more sentimental value than anything – but they pack a ...

Making an estate plan is a good idea, and it’s often wise to make it while you’re still young. After all, you never know what life holds or exactly when your family will need that plan. However, if you make it long before you actually have to use the plan, this means you’re probably going ...

Do you understand what a power of attorney (POA) document does? It allows you to give another party the authority to act on your behalf as a designated agent. You might think powers of attorney are only for emergencies, but having one or more in your estate plan means they can be used whenever they’re ...

Planning your estate may be one of the wisest decisions you can make. Not only does it decide where your assets go when you die, but it could also determine how you’re cared for if you’re in an accident or suffering from an illness. Many people who make estate plans make a few common mistakes. ...

A health care proxy, also sometimes known as an agent or the person named in your healthcare power of attorney, is going to make decisions for you when necessary. Using a medical power of attorney is a very common part of estate planning. You get to select the person who can make medical choices if ...