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Cover image of the Planning Checklist

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.

An Overview of Trusts in Estate Planning – One Size Does Not Fit All

Speaker: Salvatore M. Di Costanzo, Partner Maker, Fragale & Di Costanzo, LLP; Broadcast on September 10, 2025

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AI in Estate Planning: How People Are Being Led/Misled by ChatGPT & Other Tools

Speaker: Kadeen Wong, Esq., Law Office of Kadeen Wong; Broadcast on September 3, 2025

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Caregiving-Planning for Today and Tomorrow From a Professional’s Perspective

Speakers: Barbara Newman Mannix, Founder, A Dignified Life LLC Adriane Geiger, Director of Family Advocacy, A Dignified Life LLC; [Read more]

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Caring for the Caregiver – Financial, Legal and More

Speaker: Stacy Francis, CEO, Francis Financial, Inc. and Founder, Savvy Ladies; Broadcast on July 15, 2025

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The Hidden Epidemic of Elder Abuse: It’s More than Violence and Scams

Panelists: Family Services of Westchester, Office of the Westchester County District Attorney, Pace Women’s Justice Center, Westchester County Department [Read more]

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Planning for Long-Term Care

Presenter: Kylan Johnson, Esq. Hudson Valley Estate Planning PLLC; Broadcast on May 21, 2025

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Developing and Updating Your Estate Planning Package

Presenter: Joel Krooks, Esq., Littman Krooks LLP; Broadcast on May 7, 2025

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What If Planning: Health Care Advance Directives

Presenters: Gretchen Flint, Professor Emerita, Pace Law School Roberta Goodman, Esq., Senior Staff Attorney, Pace Women’s Justice Center; Broadcast [Read more]

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Estate Planning After the Loss of a Spouse: What to Do Now?

Presenter: Deepankar Mukerji, Esq.; Broadcast on March 26, 2025

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Resolving Elder Care, Trusts and Estate Planning Disputes: Employing Mediation as a Tool

Presenters: Loretta Miraglia, Esq. and Maria Bryson Whealan, Esq.; Broadcast on March 4, 2025

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