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Will6

How to Disinherit a Loved One

By Meyer & Spencer, P.C. |

Estate planning is an interesting area of the law.  Estate planning is a very personal need for the individuals who engage in the process.  However, the legal system has reduced this really personal process to a technical exercise.  This is also true for will writing and it is evident in situations where testators want… Read More »

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Probate Process in New York’s Surrogate Courts

By Meyer & Spencer, P.C. |

The probate process takes place in a court of law with limited jurisdiction to hear matters surrounding a person’s death and the settling of his or her affairs. In New York State, the probate process is overseen in what is called the Surrogate Court. The Surrogate Court oversees the distribution of the deceased’s assets… Read More »

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Trusts for Low Income, Disabled and Special Needs Individuals

By Meyer & Spencer, P.C. |

One of the trickiest aspects of leaving property and assets to friends and family members on your death is considering the implications that flow from leaving the gift.  Unfortunately, these implications are often overlooked by the person making the gift (especially those not assisted by attorneys) before their death.  Tax implications are one of… Read More »

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Dos and Don’ts of Will Writing

By Meyer & Spencer, P.C. |

The first step in the will writing process is submitting to the fact that it is best to write a will at all. This is especially the case for individuals who have a large amount of assets. For most people, it is better to have their property pass by a will than to have… Read More »

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Guardianship

Guardianships: An Overview

By Meyer & Spencer, P.C. |

Caring for an elderly parent, grandparent or friend who has lost their mental capacity can be a difficult undertaking.  This is especially the case when the elderly individual cannot be trusted to make sound financial and personal care decisions.  The implementation of a guardianship is one of the best courses of action to help… Read More »

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Beware Senior Telephone Scams

By Meyer & Spencer, P.C. |

Recently, one of our senior clients received an urgent telephone call from someone posing as the “son” of her friend.  He even used that son’s name.  He sounded desperate and was “in trouble with the law” because his car caused property damage.  He accidentally left his wallet in the car that was towed away. … Read More »

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Retire

Combining Estate Planning And Retirement Planning

By Meyer & Spencer, P.C. |

Oftentimes, estate planning and retirement planning go hand in hand. In order to both have enough money to live on in retirement and have an estate left over to pass on to heirs, it is important to do all this planning hand in hand. One good reason why estate planning when retirement planning is… Read More »

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Estate Planning Using A Buy Sell Agreement

By Meyer & Spencer, P.C. |

When two or more people are considering starting a business together, or are part of closely held business, they should enter into a buy sell agreement. A buy sell agreement is an agreement between business owners that governs what happens to an owner’s shares in the business upon his death or other departure from… Read More »

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Will4

Probate Of A Foreign Will In New York

By Meyer & Spencer, P.C. |

People who live in other states or countries and move to New York later in life may want to know whether their wills will be valid in New York. Foreign wills can be accepted and probated in New York as long as the wills meet the requirements in the state. For example, if a… Read More »

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Life Insurance And Estate Planning

By Meyer & Spencer, P.C. |

Life insurance policies should always be considered when making an estate plan or as part of a retirement plan. While life insurance policy options were limited in the past, there are a few more options in today’s market that make them more attractive. There are several issues to consider when deciding how a life… Read More »

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