If you don't have a will, a State formula will govern distribution of your
Assets. That formula may not reflect
your preferences. I recommend having a will
regardless of your age or health. Making a will is
usually easy and inexpensive and offers peace
of mind that your loved ones will not get stuck in
long, expensive, and divisive battles with one
another. Having a will can also sharply reduce
estate administration expenses.
At your first estate planning appointment, we'll
discuss your plan for your assets and you will be
asked to name someone you trust to serve as
executor. I will promptly let you know the relevant
NY estate planning issues, and will outline
provisions that we recommend be put into your will. Your will is custom-designed for your particular family and financial circumstances.
At our next meeting, you'll review the will. Any needed changes can usually can be made on the spot.