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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.

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

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Estate Planning: Terms & Concepts in Plain English

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

Broadcast on April 3, 2024

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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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Caring and Planning for a Child (or Loved One) with Disabilities as We Age

Presenters: Adrienne Arkontaky, The Arkontaky Law Group, PC

Broadcast on February 21, 2024

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Will Medicaid Pay for Nursing Home Care?

Presenters: Sara Meyers, Esq., Enea, Scanlan & Sirignano, LLP

Broadcast on January 24, 2024

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Steps in Estate Planning to Avoid Adult Guardianship

Presenters: Kathleen A. Redalieu, Esq., Hollis Laidlaw & Simon P.C.

Broadcast on December 12, 2023

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Aging Adults & Estate Planning: How to Start the Conversation

Presenters: Irma K. Nimetz, Partner, McCarthy Fingar LLP

Broadcast on November 16, 2023

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Integrating Your Estate Plan With Your Long-Term Care Plan

Presenters: Julia Santo, Esq. of Lamson & Cutner, P.C.

Broadcast on October 25, 2023

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