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 […]

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 […]

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, reverse mortgages, home equity lines of credit and portfolio-based lending when planning for your future. REGISTER: https://us02web.zoom.us/meeting/register/tZYldeGvqj4uG9VILLYDQ4_tKB-yb-1mGIcf

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 […]