Revisiting Your Estate Plan During Those Hazy Lazy Days of Summer

By: Stella King, Esq.

When work slows down, the kids are away at camp, and those long hazy lazy days of summer set in, it’s the perfect time to revisit your estate plan. In doing so, it is crucial to address the following three questions:

Have You Prepared Advanced Directives?
Advanced Directives are legal documents you execute during your lifetime, while you have capacity, which allow you to designate whom you wish to make medical decisions for you and/or handle your financial affairs should tragedy or illness strike, rendering you unable to do so yourself. Your estate plan should include a Healthcare Proxy and HIPAA form (for medical decision making and access to medical information), a Living Will (guidance for your Healthcare Proxy when it comes to end-of-life decision-making), and a Durable General Power of Attorney with broad gifting powers (for handling your financial and personal affairs).

Click HERE to Read More About Summer Estate Planning

Summer Office Hours Update:

To give our team the well-deserved rest and recharge they need during the summer months, our office will close at 1:00PM on Fridays in August. We appreciate your understanding and look forward to continuing to serve you with the same care and dedication throughout the season.

Upcoming Speaking Engagements

Featuring the Attorneys of Enea, Scanlan & Sirignano, LLP

Tuesday, September 9, 2025 from 12:30-1:45pm
Anthony J. Enea, Esq. & Lauren C. Enea, Esq. will be speaking on
“Planning Considerations for New York's New
Medicaid Eligibility Requirements for Long-Term Care”
Hosted by: Rockland County Bar Association
Webinar
This program is appropriate for the legal community.
For more information or to register, visit:
https://tinyurl.com/mpzzj53x

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Monday, September 15, 2025 from 3:00-4:00pm
Lauren C. Enea, Esq. will be speaking on
“Accountable Aging: Preparing for the Elder Years”
Hosted by: Bronxville Public Library
In Person: 201 Pondfield Rd, Bronxville, NY 10708
This program is open to the public.
For more information or to register, visit:
https://tinyurl.com/4uxj22wc

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Tuesday, September 16, 2025 from 5:30-6:30pm
Lauren C. Enea, Esq. will be speaking on
“What is a Power of Attorney and Why Do I Need One?”
Hosted by: North Castle Public Library
In Person: 19 Whippoorwill Rd E, Armonk, NY 10504
This program is open to the public.
For more information or to register, visit:
https://tinyurl.com/ru6vm42j

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Thursday, September 18, 2025 from 3:30-4:30pm
Stella King, Esq. will be speaking on
“Estate Planning for Every Age”
Hosted by: Tuckahoe Public Library
In Person: 71 Columbus Ave, Tuckahoe, NY 10707
This program is open to the public.
For more information or to register, visit:
https://tinyurl.com/5967h6js

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Monday, September 29, 2025 from 2:00-3:00pm
Lauren C. Enea, Esq. will be speaking on
“Life Transitions and the Unexpected”
Hosted by: Mamaroneck Public Library
Webinar
This program is open to the public.
For more information or to register, visit:
https://tinyurl.com/4ua7buff

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Tuesday, September 30, 2025 from 1:00-2:00pm
Sara Meyers, Esq. will be speaking on
“Estate Planning for Every Age: What You Need to Know”
Hosted by: Yonkers NNORC
Webinar
This program is open to the public.
For more information or to register, visit:
https://tinyurl.com/4nb7d4by

Recent Blog Posts

How Can Gifting Assets Impact Medicaid Eligibility in New York?

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How Do Guardians Manage Housing Decisions?

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Can You Include Non-Financial Assets in a Special Needs Plan?

The Talking Seniors podcast is currently on break.

Take a listen to some of the episodes from last season.

Episode 13: What to Discuss with Family When an Alzheimer's Diagnosis Occurs

Anthony J. Enea, Esq. interviews Joan Nimmo of The Alzheimer's Association about the important conversations that are necessary when a diagnosis of Alzheimer's occurs within the family.

Click to Listen to Episode 13

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