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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.

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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“What-If” Planning, Financial Strategies for Retirement, Long-Term Care, and Housing

Presenter: Joseph Soricelli AIFA, CMP, Aging Solutions Management; Broadcast on February 12, 2025

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You’ve Been Approved for Home Care Medicaid. Now What?

Presenters:Karen Ronan, RN, Medicaid Enrollment Specialist; Sara Meyers, Esq., Enea, Scanlan & Sirignano, LLP; Broadcast on January 22, 2025 [Read more]

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The Power of Attorney (POA), Health Care Proxy (HCP), and other Advance Directives

Presenter: Tina Janssen-Spinosa, Esq., Lamson & Cutner, P.C.; Broadcast on January 8, 2025

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Fair Housing & Disability: More than Just Ramps

  • Speakers from the Westchester County HUMAN RIGHTS COMMISSION:– Joshua Levin, Esq., Fair Housing Director

    – Shepard Verbas, Fair Housing Education [Read more]

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I Should Avoid Probate…Right?

  • Presenter: Deborah Farber-Kaiser, Esq. Cuddy & Feder LLP; Broadcast on November 20, 2024

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