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, […]

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 […]