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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.

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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Isolation in 2024: A Program in Recognition of World Elder Abuse Awareness Day

Moderated by Krishna Brodigan of the Westchester Library System, this webinar will feature panelists from:

• Family Services of Westchester
• [Read more]

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Demystifying Home Care Medicaid: Q&A with Westchester County and a Private Attorney

Panelists:

Deepankar Mukerji, Attorney At Law at Deepankar Mukerji, PLLC
Marcia Bryan, Westchester County DSS, Medicaid Operations
Robert Byrnes Westchester County DSS, [Read more]

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Proper Estate Planning to Avoid Family Conflicts

Presenter: Ronald Stiskin, Esq., The Feller Group, P.C.

Broadcast on April 24, 2024

Additional Resources:

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Estate Planning: Terms & Concepts in Plain English

Presenter: Regina Matos, Esq., Kommer, Bave & Ciccone LLP

Broadcast on April 3, 2024

Additional Resources:

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My 65+ Planning Checklist: Am I on Track?

Presenters: Jean Riordan, CFP, Vice President, Vision Retirement
Sarah Steckler, Esq., Partner, Warshaw Burstein LLP

Broadcast on March 13, 2024

[Read more]
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