Power of Attorney
Helping Families
Power of attorney is a legal document where you appoint an agent to act on your behalf. This is one of the most basic and most powerful estate planning tools.
It should only be entrusted to a person or persons who you can trust will appropriately exercise discretion and act in your best interests, especially when you may not be able to adequately fight for yourself. Your agent will be your fiduciary under the law and be subject to duties beyond that of an ordinary person when it comes to handling your affairs.
Every client’s situation and needs are different, and when creating a Power of Attorney, there are many options and variations. We can assist you in determining your exact needs for obtaining a North Carolina or New York power of attorney.
While there are free forms available online, know that the standard form does not grant a few specific powers that could be very important if your designated person did need to use power of attorney, such as accessing a safe deposit box or setting up a trust.
Preparing Powers of Attorney
A Power of Attorney is a powerful tool that can spring into action upon your disability or be effective immediately. They should only be entrusted to a person or persons who you can trust will appropriately exercise discretion and act in your best interests, especially when you may not be able to adequately fight for yourself.
Your agent will be your fiduciary under the law and be subject to duties beyond that of an ordinary person when it comes to handling your affairs. A powerful tool, but it can also become a powerful weapon when in the wrong hands. We can ensure that your Power of Attorney is legal and appropriate for your unique situation.
While there are free forms available online, know that the standard form does not grant a few specific powers that could be very important if your designated person did need to use power of attorney, such as accessing a safe deposit box or setting up a trust.
More Information About Powers of Attorney
- Power of Attorney: What It Is and How to Get One
- Durable Power of Attorney
- Financial Power of Attorney
Learn more about power of attorney in North Carolina & New York by calling 914-228-7448 or contacting us online today!
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Client Won CustodyAs many of you may know legendary singer/songwriter Aretha Franklin died in 2018 without leaving a will. Other wealthy celebrities such as Prince have done the same. This can lead to many types of unwanted consequences. As an example, the T&E department at PCS is currently ...
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Brothers Inheritance RestoredAfter much litigation including more than a dozen depositions, obtaining numerous medical records and various other relevant documents, expert medical testimony, and the beginnings of trial preparation, an estate dispute was settled on behalf of our client for $700,000. Our ...
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Porch Will Matter ResolvedIn another important, yet smaller financial matter, we recently settled a will contest where the decedent's will was signed and witnessed …. on his front doorstep. It was argued that the proper legal formalities were not followed in the execution of the will in this case and ...
What Sets Us Apart?
Over 65 Years of Experience-
Personalized Guidance From Start to Finish
We are very selective about the cases we take on to provide you with the highest quality representation.
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Attorneys and Certified Public Accountants
Unique knowledge for accountings, tax laws, asset valuations and complex estates.
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Exceptional Estate and Trust Law Experience
Over 65-years collective experience in estate and trust planning, administration, litigation, and guardianship.
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Client Won CustodyDying Without A WillAs many of you may know legendary singer/songwriter Aretha Franklin died in 2018 without leaving a will. Other wealthy celebrities such as Prince have done the same. This can lead to many types of unwanted consequences. As an example, the T&E department at PCS is currently ...
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Son Must Repay Mother’s EstateEstate CaseA local man and his then-wife used undue influence on his elderly mother to clean out the woman’s bank accounts before she passed away, a Schenectady County Surrogate’s Court ruled this week. The verdict, in a case brought by the woman’s two other sons, means the man and his ...
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Brothers Inheritance RestoredEstate DisputeAfter much litigation including more than a dozen depositions, obtaining numerous medical records and various other relevant documents, expert medical testimony, and the beginnings of trial preparation, an estate dispute was settled on behalf of our client for $700,000. Our ...
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