Dear Clients and Friends
PLANNING FOR THE FALL. As we savor the last days of summer and look forward to the cooler days of fall, it’s the perfect time to explore the city and enjoy all that the season has to offer. Whether you’re planning to catch a new show at the theater, take a hike through the beautiful autumn foliage, see a new art exhibit, or simply enjoy the crisp air with family and friends, fall is a season full of opportunities to create lasting memories. For those with children heading back to school, we wish you the best of luck with the transition into the new academic year.
ESTATE PLANNING: While you’re planning your fall activities, it’s also a great time to think about securing your future. Estate planning is essential, especially as we approach the end of the year. Whether you’re considering setting up or updating your Will, creating Trusts to protect your assets, or establishing Advanced Directives to ensure your healthcare wishes are honored, now is the time to take action. With potential significant tax changes on the horizon due to the new presidential administration, ensuring your plans are up to date before the end of the year is a smart move.
WE ARE HERE TO HELP. In addition to estate planning, please remember that we’re here to support you with a wide range of needs. Our firm has an extensive network of professionals (from financial advisors, to contractors, to nutritionists, to geriatric care managers, to tax experts, to real estate brokers, etc.) and we’re more than happy to provide referrals to trusted colleagues who can assist with any other personal or business matters you may have.
Feel free to reach out to us at any time to discuss your estate planning needs or any other concerns. We’re here to help you navigate these important decisions with confidence.
Wishing you a wonderful Labor Day and a successful fall season!
Katya Sverdlov, CFA, Esq.
Phone: 212-709-8112
Email: ksverdlov@sverdlovlaw.com