631.405.4857 Join this panel of estate and financial professionals to learn how your beneficiary designations connect to your will, trusts, IRA account, TOD accounts and more. We'll discuss: • Importance of naming beneficiaries (primary and contingent) • Review and update for life events (birth, death, marriage, divorce, etc.) • Coordinate with your will and trust • […]
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 award-winning attorneys Senior Partner Melissa Negrin-Wiener and Associate Patricia A. Craig to learn: -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 once Your Child Reaches Adulthood -Surrogate’s Court 17A Guardianships vs. […]
From Asset Protection Planning, Application Submission and Approval, Scheduling Assessments, Care Coordination to implementation of Care Plans, the Medicaid process can be daunting. Award-Winning Senior Partner Melissa Negrin-Wiener will review how to proactively prepare to receive Medicaid services and what the entire picture entails.
From Asset Protection Planning, Application Submission and Approval, Scheduling Assessments, Care Coordination to implementation of Care Plans, the Medicaid process can be daunting. Award-Winning Senior Partner Melissa Negrin-Wiener will review […]
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 […]
Call Our FREE National Healthcare Decisions Day Hotline on April 5th from 9am-7pm 631.533.6665 Get Your Health Care Proxy, Living Will & Power of Attorney April 16th is National Healthcare […]
Qualifying for Medicaid nursing home benefits requires careful attention to detail and advanced knowledge of the requirements and limitations involved. Join award-winning Senior Partner Melissa Negrin-Wiener to learn about: Medicaid […]
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 […]
