When you begin to plan for your estate and future, you will likely come across the term “powers of attorney” at one point or another. Powers of attorney are critical components of any well-thought-out estate plan because they enable trusted individuals to make...
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 914-948-1500 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: October 2022
What expenses could endanger your parents’ retirement?
If you are working with your parents on a long term care plan, you want to be sure that your loved ones do not have costs that could deplete their retirement savings. Sometimes people seek an early retirement but still have expenses that they have yet to pay off or...
Is it time to review your estate plan?
Estate plans are not static pieces of legislation. As their purpose is to accurately reflect your life at any given point in it, you should ensure that it actually gets updated frequently. But how do you know when it is time to review your plan to see if you need to...
Medical planning for the possibility of incompetence
The thought of being unable to voice your own wishes due to physical or mental inability is an unpleasant one many people shy away from. However, the possibility is one you need to consider and plan for. If you fail to do so, you may find your medical fate in the...
4 things to look for in the perfect nursing home for your parent
If your aging parent is struggling to maintain a good quality of life without constant care and supervision, it might be time to consider a nursing home. However, this decision requires careful thought and deliberation. There are many factors that contribute to a...
When should you create an estate plan?
When you are at the early stages of your adult life, you might think you have decades to plan for what happens to your assets when you pass. You may also feel that you do not have enough of value to worry about or that your family members will understand your wishes....
What is the link between retirement and special needs planning?
Having a special needs child changes many things in your life, especially if your child will need care for the rest of his or her life. You will likely not be around the whole time, so you need to do some special needs planning as part of your estate planning process....
What is a letter of instruction?
A major concern for many parents of children with special needs is what their children will do when they are no longer around to help. More than establishing a trust, writing a letter of intention or instruction can help ensure that a child gets the exact care they...