Prepare For The Future With Confidence
Last updated on February 26, 2025
Estate planning is something that everyone should do, yet few people ever consider it. Even more, people who do develop estate plans often only do it once and never update them after major life events. Estate planning is not some major problem to keep putting off; in fact, we can help you do it swiftly and efficiently.
Proper Estate Planning
At Sutton Sachs Meyer PLLC, we help clients throughout New York and New Jersey with their estate planning needs. We can help you develop an estate plan to match your needs in matters involving:
Trusts And Wills
A will specifies how a person’s assets and property will be distributed after death. Without a valid will, an estate may be subject to state intestacy laws.
On the other hand, a trust allows a trustee to manage assets on behalf of beneficiaries according to specific terms set by the grantor.
Guardianships
A guardianship grants an appointed individual the legal authority to make decisions for a minor or an incapacitated adult.
This arrangement is necessary when parents are unable to care for a child or when an adult is deemed incapable of managing their personal or financial affairs.
Powers Of Attorney
A power of attorney is a legal document that grants an individual the authority to act on behalf of another person in financial, legal or medical matters.
This authorization can take effect immediately or only upon the principal’s incapacity, depending on how it is structured.
Health Care Directives
Health care directives, also known as advance directives, provide instructions regarding medical care in case an individual is unable to communicate their wishes.
These documents include a living will and a health care proxy, which assigns someone to make medical decisions on the person’s behalf.
Inheritance Taxes
New York does not impose an inheritance tax, but estates may be subject to estate taxes if they exceed the state’s exemption threshold. However, New Jersey does have an inheritance tax, with rates depending on the beneficiary’s relationship to the deceased.
Probate A Will
Probate is the legal process of validating a will, helping ensure it meets legal requirements and accurately reflects the decedent’s intentions.
The court appoints an executor to oversee the distribution of assets, pay debts and handle any legal matters related to the estate.
You can trust that the plan we help make for you will also leave little to no room for will contestations or other disputes. We do not want to leave any uncertain area in your estate plan.
Why Choose Sutton Sachs Meyer PLLC For Your Estate Planning Needs
Our attorneys offer personalized strategies, helping ensure your estate plan aligns with your financial goals and family needs. We handle wills, trusts, probate, tax planning and complex real estate matters with precision. Whether safeguarding wealth, minimizing tax burdens or resolving disputes, our firm delivers trusted legal counsel to help you secure your future with confidence.
Begin Planning Today
If you do not have an estate plan or you have not updated it in some time, contact our New York City office at 212-884-9727 or email us here. Now is the best time to start your planning, so call today.