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 […]

Family fighting, dysfunction and long-standing resentments can play out over money when a family member passes. Overreaching family members or caretakers can exploit elders when they think no one will […]

Join Partner Melissa Negrin-Wiener and Director of Community Relations for Artis Senior Living of Commack Jacqueline Ziegler for a discussion on Estate and Medicaid Planning when Assisted Living may be […]

Join Partner Melissa Negrin-Wiener for a Memorial Day virtual presentation to learn about Aid and Attendance, a financial benefit through the Veteran’s Administration for wartime veterans and their surviving spouses to help pay for in-home care and assisted living. This session will provide specifics about benefits, the application process, and the new eligibility requirements. RSVP […]

Join Melissa Negrin-Wiener to understand the importance of planning for your child with special needs, including: - Multigenerational Estate Planning: The Big Picture When Planning for a Child with Special Needs - Preparing for Continuity of Healthcare and Financial Decision Making as Your Child Reaches Adulthood - Surrogate’s Court 17A Guardianships vs. Supreme Court Article […]

New York passed a law making substantial revisions to the statutory form of Power of Attorney. Effective June 13, 2021, the Power of Attorney you sign must be this new […]

You’ve been named the Executor of a Will or appointed as the Administrator of an Estate. What is your role as Executor, Trustee or Administrator? Partner Marcus O'Toole-Gelo will guide […]

Join partner Melissa Negrin-Wiener along with The Alpert Group at Wells Fargo Advisors professionals Michael Montuori and Kyle O'Keefe, and Quontic Bank CMPS Frank Melia for a discussion on mortgages, […]