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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.

“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

Additional Resources:

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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

    Additional Resources:

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Solo Aging: Practical Planning & Resources

  • Presenters: Alan Feller, Esq., The Feller Group, P.C. Amy Jo Neill, The ANA Group; Broadcast on October 30, [Read more]
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What’s New in the Elder Law World: A Senior Law Day Preview

  • Presenters: David Cutner, Esq., Lamson & Cutner, P.C. & Samantha Lyons, Esq. Falcon Rappaport & Berkman LLP. Broadcast [Read more]
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Estate Planning for Unmarried Couples and Partners

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2024 Senior Scams Update: Safeguard Yourself

  • Presenter: Andy Aujla, New York State Office of the Attorney General Broadcast on July 17, 2024

    Additional [Read more]

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We All Need An Advocate When Navigating Health Care Settings

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