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 legal document. If your Power of Attorney is more than 2 years old, or if other circumstances have changed in your life or in your […]

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 you through your duties, responsibilities, and how we can help in the estate administration process. REGISTER: https://register.gotowebinar.com/register/8150571260321466896

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