What Type of Trust is Right for Me?
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 […]
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 […]
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 and use the right legal tools to ensure the fruits of your labor are protected and transferred to your heirs and loved ones how you […]
It’s easy to get overwhelmed with the tasks at hand while grieving the loss of a loved one. Join Marcus O’Toole-Gelo of Cona Elder Law as he reviews the steps […]