Estate Planning

Estate planning is the formation of your three basic documents: your Last Will and Testament, your Power of Attorney, and your Health Care Proxy.

Why do you need to plan your estate?

Last Will and Testament

A Last Will and Testament is a legal document that communicates a persons final wishes pertaining to their disposition of possessions and dependents. For a young couple, a Last Will and Testament can give comfort in knowing that if they both pass, their Last Will and Testament will set forth the guardians of their minor child or children and the Trustee of their assets. A valid will in the state of New York must comply with all the formalities in order for it to be reviewed and approved by the Surrogate court.

Power of Attorney

This document gives the legal authority for a person known as the agent to act for another person known as the principal in specified or all legal or financial matters.  A durable power of attorney will survive incapacity of a principal. You may appoint 1 or multiple people to act on your behalf. This is an extremely important document and is highly recommended.

Healthcare Proxy

A healthcare proxy is when you designate a person known as your agent to make a broad range of decisions if you are unable to give informed consent.  The authority becomes effective only when the principal becomes incapacitated.

Please contact me via email or phone below if you have any questions or concerns about estate planning.

Get in touch today to plan your estate.

Appointments are available in-office or in-home.

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