Keeping Your Financial House in Order: Tips to Tame Your Paperwork and Calm Your Mind
Presenter: Amy Jo Neill (ANA Group).
Broadcast on June 29th, 2022.
Additional Resources:
Guarding Your Physical, Emotional, and Financial Safety: Tools and Real-Life Examples
Presenter(s):
Office of the District Attorney
State of New York Office of the Attorney General
Pace Women’s Justice Center
Westchester County Department of [Read more]
When You Need Care Now – Organizing Your Finances for Emergency Medicaid
Presenter: Alan D Feller (Sloan & Feller).
Broadcast on May 25th, 2022.
Additional Resources:
Creative Uses of Medicaid Asset Protection Trusts
Presenter(s): Brian L. Miller (Littman Krooks) and Frank Melia (Contour Mortgage).
Broadcast on May 11th, 2022.
Additional Resources:
How to Contest A Will or Trust and How to Prevent Your Family from Contesting Yours
Presenter: Irma Nimetz (McCarthy Fingar).
Broadcast on April 27th, 2022.
Additional Resources:
Medicaid Planning for Those With Small Business Interests
Presenter: Moira Laidlaw (Hollis, Laidlaw & Simon).
Broadcast on April 13th, 2022.
Additional Resources:
Understanding Your Social Security Retirement Benefits
Presenter: Adam Rude (Claricity Wealthy & Planning).
Broadcast on March 30th, 2022.
Additional Resources:
Asking The Right Questions: An Inclusive Approach to Estate Planning
Presenter: Kadeen Wong (Bleakley, Platt, & Schmidt).
Broadcast on March 16th, 2022.
Additional Resources:
La Importancia de Hacer su Propio Testamento
Presenter: Jennifer Abelaj.
Broadcast on March 2nd, 2022.
Addtional Resources (Recursos Adicionales):
How to Use A Pooled Income Trust to Qualify for Community Medicaid
Presenter: Brian Lawrence (Life, Inc.).
Broadcast on February 23rd, 2022.
Additional Resources: