FREE Workshop

Essentials Workshop


This free workshop covers frequently asked questions and common misconceptions regarding:

  • Estate Planning: Learning what the basic documents are that protect you and your family.
  • Long Term Care Costs: How to pay for long term care costs and stay in your home.
  • IRA Planning: How to make sure your IRA is there when you need it.

Seating is Limited. Reservations are Required. Register Below.

We encourage you to invite your family and friends to attend as well.


All workshops are held at Estate Planning Law Center unless noted otherwise.

Upcoming Workshops

Friday, April 19th
12:00pm – 2:00pm
at MVILR, Rome
Click Here to Register

Thursday, April 25th
6:00pm – 8:00pm

Monday, May 6th
6:00pm – 8:00pm

Tuesday, May 14th
2:00pm – 4:00pm

Wednesday, May 29th
6:00pm – 8:00pm

Learn About:

Who will get the assets you own after you die and who will ensure it gets done?

Without a Will, your assets will go to the people the State of New York dictates.

Many people consider joint accounts, beneficiary-designated accounts, or payable-on-death accounts to avoid the need of a Will.

While this does bypass the need for a Will, there is no protection or guidance in the event the individual is not able to receive it or if you become incapacitated.

Most standard Health Care Proxies and Living Wills fail to deal with the everyday issues of your health care needs in the event of your incompetency.

In certain circumstances, you can put instructions in place as to what type of care you want provided for you should you need assisted living or nursing home care.

Having a Power of Attorney is essential as without it, your family may be required to file a legal proceeding seeking guardianship

Learn about the advantages and disadvantages of Revocable Living Trusts and Irrevocable Living Trusts.

There are strict rules on how to protect your assets during life or after death, but they are easy to accomplish when done properly.

The laws around Medicaid qualification are extensive, and there are many exceptions.

Even with the best intentions, hospitals and nursing homes often do not have the legal knowledge necessary to determine whether or not your Medicaid qualification is accurate.

Estate taxes are one of the most common taxes to avoid and are constantly on the rise.

There are many different types of trusts to minimize or avoid these taxes including Grantor Retained Trusts, Charitable Remainder Trusts, Qualified Personal Residence Trusts, and many more.

Probate is one of the most misunderstood proceedings in all of the law.

Unbeknownst to most people, your executor is NOT free to act on your behalf after your death UNLESS he has been properly appointed by the court.

If assets are left to a disabled beneficiary, it could disqualify them from the state or federal programs they are receiving.