Plan today for longevity and independence so you can live the lifestyle you want and leave the legacy you've earned. Most decisions regarding planning, finances, and caregiving rest on the shoulders of women. Whether assisting aging loved ones and parents or preparing for your own retirement and future, this webinar will discuss the planning tools available […]

Effective April 1, 2021 there is a 2 ½ year look back for home care services. Any transfers made during or after October 1, 2020 will result in a penalty […]

LEGAL ALERT: Learn about the changes to the Power of Attorney coming in June by attending our April 16th webinar. New York recently passed a law making substantial revisions to Powers of Attorney, including wholesale changes to this important legal document. These changes go into effect on June 13, 2021. To register: https://us02web.zoom.us/meeting/register/tZ0tcumrrTgpGNOTflmLPHVmLSxJDMMgICNw