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.

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 […]

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 […]