A good estate plan protects the people you love and makes sure your wishes are carried out. Without one, New York law decides who inherits and who makes decisions for you. I'll explain your options clearly, help you choose, and keep your plan current as your life changes. Who it's for: individuals and families putting a first plan in place, updating an older one, planning for a blended family, or caring for aging parents.
- Wills — clear documents that reflect your wishes, updated as your life changes
- Revocable living trusts — drafted and funded, with your accounts and property moved into the trust so it protects your family as intended
- Health care proxies and powers of attorney — so someone you trust can act for you if you can't
- Children's care directive — naming guardians for your minor children, including who can step in right away in an emergency, with written guidance about their care
- Blended-family planning — providing for your spouse and for children from earlier relationships, fairly and with less room for conflict
- Planning with aging parents — helping parents and their adult children put powers of attorney, health care proxies and a clear care plan in place, so everyone knows who does what
- Charitable giving in your plan — bequests, donor-advised funds and gifts to the causes you care about
- Plan reviews — a fresh look every few years or after a big life change, including checking that your accounts and beneficiary designations match your plan