Learning
Planning Checklist
This checklist helps you organize important documents, financial information, and key contacts in one place, making it easier for you and your loved ones to access what’s needed when it matters most.
Age Discrimination in Employment and Housing: Presented by The Westchester County Human Rights Commission
Presenter(s): Tjash Sanchala & Joshua Leven (Human Rights Commission).
Broadcast on July 13th, 2022.
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):