estate planning

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  • Elder Care Presentation with URPG

    Virtual Presentation

    Join us for another special presentation, "What Women Need to Know - Navigating Money Matters Through Difficult Times."

    Peter Gallagher, Founder & Managing Director of URPG and Patricia Micek, Esq. an estate planning attorney and elder law expert will discuss the current retirement landscape for women and financial planning tasks and what you need to know about minimizing mistakes and disruptions.

    To register please click on this link: Elder Care

    Any specific questions please call (914) 432-5357 or email cathy@myurpg.com.

  • Asking the Right Questions: An Inclusive Approach to Estate Planning

    Virtual Presentation

    We often make the mistake of thinking that estate planning is for someone else. Someone older, someone with more money, someone with children, or someone with a complicated family situation. However, everyone can benefit from creating an estate plan regardless of their age or net worth as a Will or a Trust gives you control over where your assets go after death.

    During this webinar, we will review the planning process and the questions you should ask your attorney so you can take the next steps in planning for your children, pets, financial accounts, cars, homes, charitable organizations, and collectible items no matter what they are worth.

    Speaker: Kadeen Wong, Esq., Bleakley, Platt & Schmidt, LLP

    Contact for information: bruce@marketingsense2.com

    Register for this FREE webinar for Seniors & their Families

    (Dial-in by phone also available; numbers obtained on registration or by calling and leaving a message for Paul at 914.231.3227)

  • How to Contest a Will or Trust and How to Prevent your Family from Contesting Yours

    Virtual Presentation

    During this webinar, you will learn who has the right to contest a last will and testament or a trust and upon what grounds. What are the ways in which someone can contest the validity of a will and object to the probate of a will in Surrogate’s Court? How and in what courts can someone commence a lawsuit to set aside a trust agreement?

    For those in the process of estate planning, we'll review ways to ensure that your family is not embroiled in a legal battle over your estate after you pass away.

    Speaker: Irma Nimetz, Esq. McCarthy Fingar LLP

    For information contact: bruce@marketingsense2.com

    Register for this FREE webinar for older adults & their families

    (Dial-in by phone also available; numbers obtained on registration or by calling and leaving a message for Paul at 914.231.3227)