Your Guide To Estate Planning

At The Shevy Law Firm, LLC, our job is to be your guide as you create an estate plan that fits your needs and the needs of your loved ones – regardless of the size of your estate, the value of your assets, your age or your financial situation. If you would like an attorney who will take the time to help you build a plan that fits your current needs and protects your future, look no further than our law firm.

The Cornerstones Of An Effective Estate Plan

Our legal team believes that there are three documents that should be included in every New York resident’s estate plan:

  1. Will: A Will is the simplest way to ensure your assets are distributed according to your wishes. Additionally, a Will can be used to appoint a guardian for minor children in the event of an untimely death.
  2. Health Care Proxy: This document, sometimes referred to as a health care power of attorney, allows you to appoint a family member or friend to make decisions about your medical care should you become incapacitated.
  3. Power of Attorney: A power of attorney can come in many forms, but the most common form allows you to give another individual the authority to handle your financial and legal needs should you become unable to make decisions or care for yourself.

Whether you are single or married, 18 or 80, it is important to have these three documents in place to ensure your needs are handled efficiently and effectively should you be unexpectedly incapacitated or in the event of your passing.

Our Approach To Estate Planning

Since attorney Patricia J. Shevy(Tricia) founded our law firm, she has approached estate planning in the same manner. Tricia’s proven method continues to ensure we build estate plans that fit our clients’ unique needs.

After you call to schedule your initial consultation, we will send you a memo that will explain the basics of estate planning. Additionally, it will explain several of the basic documents we will discuss during your first meeting and advise you which documents you should bring to your appointment.

By providing you with this information before your first consultation, you will have the opportunity to prepare for our discussion and compile a list of questions. Also, thanks to your preparation, our lawyers will have a complete view of your current situation, which will allow us to efficiently and effectively assist you in planning for the future.

Take The First Step Toward A Secure Future

If you would like to take the first step toward securing your future and the futures of those you love, you can do so by calling 518-456-6705 or sending us an email to schedule your initial consultation at our law office in Albany or at the office of your financial advisor, accountant or insurance agent.

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