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 notice. Lack of planning can lead to the loss of assets and liens placed on real property. Melissa Negrin-Wiener will discuss Elder Law solutions when […]

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 in your future. They will also review the Veterans Aid and Attendance benefit and who is eligible for it. It is estimated that dementia affects […]

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 […]

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