Upcoming Events

Free General Estate Planning Seminars

Please join me for a free presentation where I will discuss general estate planning including naming legal guardians for your children and ways to assist your family with supplemental help if times get hard. I know how important it is to make sure that you and the ones you love are properly taken care of especially if we were to become incapacitated or worse. Together we will go over how we can create a plan customized to your specific wishes and needs. This free education seminar will cover:

  1. Why you need an estate plan, even if you aren't rich. (And, how it may be even more important for families of modest means)
  2. The 3 things your estate plan must include to keep your money out of the hands of the government (and almost certainly doesn't right now, even if you've worked with a lawyer).
  3. How often your will or trust needs to be reviewed and updated to make sure they work and don't end up a pile of expensive paper in your drawer.
  4. What estate planning should cost and who pays the cost of a "too cheap" plan.
We are offering two great opportunities for you to join me for this free, informative seminar! Session 1: Thursday May 30th, 2019 6:00 PM - 8:00 PM Session 2: Friday May 31st, 2019 11:00 AM - 1:00 PM The seminars will be held at the Ramada Plaza by Wyndham Holtsville 1730 North Ocean Ave., Holtsville, NY 11742 Save your seats below or by calling our office 631-627-3433