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Totten Trusts

By Meyer & Spencer, P.C. |

One way in which a person can pass on money held in bank accounts or brokerage accounts to his heirs is through the use of Totten trusts, also referred to as payable upon death accounts. A Totten trust is created when a person who owns a bank account names a beneficiary who will receive… Read More »

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Executing A Will In New York

By Meyer & Spencer, P.C. |

There are different types of wills that a person can use in order to leave his assets to his heirs. The type of will a person chooses has to be legally valid in order to ensure that it will be honored when the person passes away. While New York allows the use of written… Read More »

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What You Need to Know When Purchasing a Property for Your Business

By Meyer & Spencer, P.C. |

Selecting an appropriate property for your business can be challenging. You want to assure that wherever you end up, the property meets the needs of your business. Below are five important things to consider. Zoning Perhaps the most important thing you need to ensure is that the land you are looking at is zoned… Read More »

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What Are the 4 Steps to Probate?

By Meyer & Spencer, P.C. |

Demystifying the Four Steps to Probate If you are dealing with settling an estate, it is imperative that you familiarize yourself with probate. This is the legal process involved in distributing a deceased’s assets. In many cases, the executor of the will is in charge of handling probate. Where there is no will, the… Read More »

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Why Do I Need A Living Will?

By Meyer & Spencer, P.C. |

A living will is a vital legal document that all people need for peace of mind regarding their end of life care. A living will is a document that allows you the patient to direct the physicians, nurses and others who will be involved in your care as to what type of care you… Read More »

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What does a Long Term Care Insurance Policy Cover?

By Meyer & Spencer, P.C. |

Not all long-term care insurance policies are created the same. When you’re choosing the best policy for you, it’s important to understand what most long-term care insurance policies cover. The elder law attorney team at Meyer & Spencer PC can help you determine the best policy for you. What most policies cover Most long-term… Read More »

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Legal Documents for Your College-Age Student

By Meyer & Spencer, P.C. |

Parents, you need to think about having an attorney prepare two simple legal documents for your college-age student. One is a Power of Attorney. The other is a Health Care Proxy. These documents can be invaluable if your child has a medical emergency. We have all heard of cases where a college student gets… Read More »

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Shop Putnam Business & Home Expo

By Meyer & Spencer, P.C. |

Join us between 11:00 a.m. and 4:00 p.m. on this Sunday, April 19th at the Shop Putnam Business & Home Expo! Where: Mahopac High School, 421 Baldwin Place Rd., Mahopac, NY 10541 Why: Meet and mingle with local business owners and leaders. Take advantage of Expo specials being offered to visitors attending the Expo…. Read More »

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When Should I Consider A Life Insurance Trust?

By Meyer & Spencer, P.C. |

A life insurance trust is a great way to avoid estate taxes on the proceeds from your life insurance policy. For most people, their life insurance proceeds will be included in their gross taxable estate when they die. The general rule is that life insurance proceeds will be included in the gross taxable estate… Read More »

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Free Continuing Education Credits For Realtors

By Meyer & Spencer, P.C. |

Just click on this link Continuing Education for Realtors to get more information about our upcoming FREE seminar. Three (3) continuing education credits for realtors. Meyer & Spencer, PC is happy to co-sponsor this event with our friends at Tompkins Mahopac Bank! Join us with Glenn Wu on April 22nd at 3 pm at… Read More »

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