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Tag Archives: Pleasantville Estate Planning Lawyer

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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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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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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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Can Debt Be Inherited?

By Meyer & Spencer, P.C. |

Even when a person is current with payments on debt owed, he may still be concerned about the possibility of his heirs or beneficiaries inheriting his debt or not having an inheritance because the creditors take any available property after the debtor’s death. Not many debts are “inherited” by others after a debtor passes… Read More »

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Life Estate As An Estate Planning Tool

By Meyer & Spencer, P.C. |

Planning for the distribution of assets after death is often about making plans to take care of other people. This may mean balancing the needs of various beneficiaries and making plans that may grant gifts to multiple beneficiaries at different times. For example, imagine a testator wants to leave his home to his long-term… Read More »

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Who Inherits If An Beneficiary Under A Will Dies Before A Testator In New York?

By Meyer & Spencer, P.C. |

Updating wills and other estate planning documents is something that should be done often, especially if there are major life changes or if a beneficiary under a will passes away before the testator. If the testator does not make the required changes, the gift may lapse and the property be passed on to others… Read More »

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Establishing a Trust for Estate Planning Purposes

By Meyer & Spencer, P.C. |

The use of trusts to pass on property is generally encouraged as a way to avoid the costly and time consuming probate process. If a person can put together a well thought out estate plan, he or she can pass on most if not all his property through the use of trusts. There are… Read More »

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Estate Planning For Cryptocurrency

By Meyer & Spencer, P.C. |

There has been an increased interest in investing in Bitcoin and other types or cryptocurrencies. Investors in cryptocurrency often have to take steps to ensure that their data is not compromised and their investment stolen in a matter of minutes. The steps the investors take to ensure their investment is safe are also the… Read More »

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Can My Spouse Disinherit Me Under New York Law?

By Meyer & Spencer, P.C. |

In New York, a spouse cannot entirely be disinherited by his or her spouse. Even in situations where a person makes an express provision in a will that his spouse is not to inherit his property, the surviving spouse is allowed to make an elective share of the deceased person’s estate. Note that when… Read More »

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