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Who Can Serve as an Agent Under a New York Power of Attorney?

woman in blazer reviewing legal documents at kitchen table with pen

Understanding the Role of an Agent Under a New York POA Key Takeaways: Almost any competent adult you trust can serve as your agent under a New York power of attorney, as the statute does not require a special license or family relationship. Any agent may make limited gifts of up to $5,000 total per […]

What Should Be Included in an Estate Plan in New York?

Three people in a meeting discuss estate planning documents—Last Will, Power of Attorney, Healthcare Proxy, Living Trust, and New York Estate Plan—sharing tips for an estate plan in New York with a city skyline in the background.

Estate planning is the process of arranging, in advance, the management and disbursement of a person’s estate during that person’s life (if he or she becomes incapacitated) and after death. You may not think you have an “estate,” but your estate is made up of everything you own—your vehicle, home (and everything in it), other […]