Meyer & Spencer PC - Attorneys at Law

09/22/2026

09/22/2026

𝗛𝗮𝗽𝗽𝘆 𝗳𝗶𝗿𝘀𝘁 𝗱𝗮𝘆 𝗼𝗳 𝗳𝗮𝗹𝗹! 🍁🍂

The season of harvest is a good reminder: you spend a lifetime planting — working, saving, building.

Estate planning is how you make sure the harvest actually reaches the people you intended.

Here's to a season of gathering what matters.

09/21/2026

Today is World Alzheimer's Day. 💜

Here's something every family touched by dementia should know: legal documents can only be signed while a person still has the capacity to understand them.

That means the window for creating powers of attorney, healthcare directives, and an updated estate plan is early — often earlier than families expect.

If a loved one has received a diagnosis, acting soon isn't pessimistic. It's protective. It preserves their voice in their own future.

Our team handles these situations with care and compassion. Reach out today by phone or text at 914-741-2288 or at www.meyer-spencer.com/contact-us to get started!

09/18/2026

Seniors, here's a charitable giving strategy worth knowing: the 𝗤𝗖𝗗.❤️

If you're 70½ or older, a 𝗤𝘂𝗮𝗹𝗶𝗳𝗶𝗲𝗱 𝗖𝗵𝗮𝗿𝗶𝘁𝗮𝗯𝗹𝗲 𝗗𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻 lets you give directly from your IRA to a qualified charity — and that amount can count toward your required minimum distribution without being counted as taxable income.

Translation: you support causes you love, and you may lower your tax bill doing it.

Generosity and smart planning aren't opposites. They work best together.

Want to build giving into your plan? Reach out to our team today by phone or text at 914-741-2288 or at www.meyer-spencer.com/contact-us to get started!

09/16/2026

Two little acronyms that can keep entire accounts out of probate: 𝗣𝗢𝗗 and 𝗧𝗢𝗗. ✅

A 𝗣𝗮𝘆𝗮𝗯𝗹𝗲-𝗼𝗻-𝗗𝗲𝗮𝘁𝗵 designation on a bank account, or a 𝗧𝗿𝗮𝗻𝘀𝗳𝗲𝗿-𝗼𝗻-𝗗𝗲𝗮𝘁𝗵 designation on an investment account, sends those funds directly to the person you name — no court required.

They're free to set up, take minutes, and quietly do a lot of heavy lifting.

One caution: they need to be coordinated with the rest of your plan, or they can accidentally undo it.

Reach out to our team today by phone or text at 914-741-2288 or at www.meyer-spencer.com/contact-us to make sure all the pieces work together.

09/14/2026

The families who keep wealth together for generations tend to have one habit in common: they talk about it.

Not every number. Not every detail. But the important things — who's in charge, what the plan is, what the family values are, and why the plan looks the way it does.

A family meeting (yes, an actual scheduled one) can prevent decades of confusion and conflict. Surprises after a funeral rarely go well.

Not sure how to start that conversation? Our team can help you structure it. Reach out today today by phone or text at 914-741-2288 or at www.meyer-spencer.com/contact-us to get started!

09/11/2026

Today we pause to remember.

We honor the lives lost on September 11, 2001 — and the first responders, service members, and everyday heroes whose courage still inspires us 25 years later.

We will never forget.

09/11/2026

Peace of mind for you and your family. We specialize in protecting your legacy for those you love most.

👉 Schedule a consultation with our office today by visiting our website at https://www.meyer-spencer.com/contact-us/ or give us a call at (914) 741-2288.

09/10/2026

Revocable vs. irrevocable trusts — what's the actual difference?

A revocable trust stays flexible. You can change it, update it, or cancel it entirely. It's great for avoiding probate and keeping things private.

An irrevocable trust involves giving up some control — but in exchange, it can offer stronger protections, including for long-term care planning and taxes.

Neither is "better." The right one depends on your goals.

Not sure which fits your situation? Reach out to our team today by phone or text at 914-741-2288 or at www.meyer-spencer.com/contact-us to get started!