631.405.4857 When creating or updating your Estate Plan, you need to designate a number of fiduciaries (decision makers), such as agent, guardian, executor, and trustee. It's important to carefully consider who […]
April 16th is National Healthcare Decisions Day, a day for all of us to take stock and ask ourselves: “Do I have Advance Directives: a Health Care Proxy, Living Will […]
Join Leadership in Law recipient and Partner Marcus O'Toole-Gelo to discuss the importance of Elder Law and Estate Planning for individuals from their 40s through their 80s plus life-changing events […]
You’ve worked hard to build your nest egg and create the life you’ve envisioned for you and your loved ones. As a result, it’s important you take the proper steps […]
Join award-winning Senior Partner Melissa Negrin-Wiener along with guest Neil Himmelstein, President of Main Street Planning Group, Inc., a full service insurance brokerage firm. The two will discuss the importance […]
Homes are typically a family’s largest asset, especially in New York and on Long Island. When creating an estate plan, it is important to look at the home as it relates to long term care planning. Join Partner Marcus O’Toole-Gelo to review the tools available to protect the family home and minimize your risks with […]
The Medicaid Home Care process can be daunting, from the financial approval process, to scheduling home care assessments, to the implementation of care plans. Award-Winning Senior Partner Melissa Negrin-Wiener will review how to proactively prepare to receive Medicaid services and what the entire picture entails. Join us to learn about: • Asset Protection Planning • […]
As the Executor or Administrator of your loved one’s estate, you'll have many responsibilities. Join Partner Marcus O’Toole-Gelo as he reviews the Top 10 most common probate and estate administration mistakes you'll want to avoid, including: • Actions resulting in financial accounts being locked or frozen • Income tax and estate tax traps • Medicaid […]
Join Senior Partner Melissa Negrin-Wiener to learn about: • How to Protect an Inheritance for a Child with Special Needs • Estate Planning with Special Needs Trusts: What You Need to Know • Preparing for Continuity of Healthcare and Financial Decision Making as Your Child Reaches Adulthood • Surrogate’s Court 17A Guardianships vs. Supreme Court […]
The Medicaid Home Care process can be daunting, from the financial approval process to scheduling home care assessments to the implementation of care plans. Award-Winning Senior Partner Melissa Negrin-Wiener will review how to proactively prepare to secure Medicaid benefits and what the entire process entails, including the recent changes to Medicaid assessments as well as […]
