In a prior blog post, we spoke about the fundamentals of estate planning for those in their 20’s. For this post, we will explore why estate planning in one’s 20’s is so important. After all, for most, this is the time in our lives when we are the most broke! It is...
PLEASE NOTE: We are able to fully assist you during these difficult times. We are offering our clients and prospective clients the ability to meet with us via telephone or through video conferencing. Please call our office at 914-269-2367 so that we may assist you.
We are pleased to announce the reopening of our White Plains office location for in-office meetings. We are following the applicable New York State regulations for Phase 2 re-openings. These regulations limit in-person gatherings, so although we will hold a select number of in-person meetings, we will continue to encourage telephone and video-conference meetings whenever possible. We have implemented health and safety procedures for all staff, as well as those clients who come into the office. Please click here for in-office meeting procedures.
Month: August 2020
Trusts can serve many different estate planning purposes
An estate plan is an important set of legal documents and tools that can help New York state residents identify and distribute their assets upon their death. There is no single right way to prepare an estate plan as all individuals have different needs, preferences,...
What is required for a will to be valid?
So much of an estate planner’s plan for their estate and their loved ones commonly rests on a will, which is typically part of an overall comprehensive estate plan. For this reason, it is important for estate planners to understand what constitutes a valid will and to...
Even young people need to know estate planning fundamentals
Young New Yorkers understand that estate planning is a necessary part of life, but they often don't proactively take steps to create such a plan. For many, its importance is only discovered when it is too late. To avoid problems for themselves and family members in...