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In addition to assisting our clients with issues relating to their insurance and employee benefits, we regularly advise
and assist them with a variety of other personal, estate and financial planning matters:
- Preparation and Execution of Wills: If you own an apartment or home, or have invested significant
funds into bank, money-market, mutual fund or other such investment accounts, it is generally advisable to have a current
will. A will is an important planning tool for young and old alike, and optimally should be prepared when you are in
good health. Failure to have a will may result in delays in the distribution of your estate, higher taxes,
disputes among family and friends about your wishes, and other problems. We can review your estate planning goals
with you and prepare a will that best meets those goals;
- Health Care Proxies, Powers of Attorney, Medical Directives: In addition to preparing a will, you
may want to designate a friend or family member to make decisions about your care or treatment or your financial affairs in
the event that you become physically or mentally incapacitated. You may also wish to state specific preferences about
certain kinds of treatment that you desire (or wish to be withheld), or about whether you prefer burial or cremation. Written
statements about your designated decision-makers or personal preferences may avoid confusion and disputes about
your wishes when you are no longer able to communicate those wishes yourself. We can help you prepare health care proxies,
powers of attorney, and medical directives to carry out your wishes.
- Cooperative Apartment, Condominium Apartment and Other Real Estate Transactions: If you are considering
the purchase or sale of property in the New York metropolitan area, we can guide you through the completion of the transaction.
We can review cooperative and condominium plan documents, prepare and review the sales contract, communicate with the other
parties to your transaction (such as your real estate agent, your bank, the coop board, and the attorney for the person on
the other side of the transaction) to facilitate the prompt completion of your purchase/sale, and represent you at the closing.
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