It’s a fact. When your spouse dies and you die, your accumulated wealth, real estate and other valuable items will be divided up and given out.
The sooner you speak up and make a plan for the distribution of your worldly possessions, the sooner you can ensure that you will have the final say in these matters. Your wishes and decisions will be implemented, and not those of the State of New York or its appointed judge.
When clients meet with Janice Roven, they share their accounts and investments, plus their dreams and fears for their family’s future security. Together, they consider how these assets might be distributed among family members (and friends) designated as heirs. The plans may also include naming guardians for children under age 18 and placing assets in trusts for the children’s higher education and until they reach a pre-determined age.