Estate Planning Basics
Tuesday, September 15 at 1:00 PM
Location:
Riverhead Free Library
Craft Room
330 Court Street
Riverhead, NY 11901
Join us as we discuss the importance of having basic Estate Planning documents in place including advance directives. We will also touch upon new changes in 2026 that could affect your estate planning.
Estate Planning vs. Guardianship
Tuesday, September 22 at 11:00 AM
Location:
Port Jefferson Free Library
Conference Room
100 Thompson St
Port Jefferson, NY 11777
Join us as we gather to discuss the importance of Estate Planning documents and scenarios when a Guardianship is needed for a loved one or family member. Learn the importance of having a Durable Power of Attorney and a Health Care Proxy in place as well as planning strategies to avoid Guardianship.
Medicaid Program Options: Nursing Home Care or Home Care
Tuesday, September 29 at 3:00 PM
Locations:
Sachem Public Library
Community Room B
150 Holbrook Road
Holbrook, NY 11741
Understanding your Medicaid options is essential when planning for long-term care.
Join us as we explore the differences between Medicaid coverage for nursing home care and home care, including eligibility requirements, benefits, and recent policy updates. Learn how to make informed decisions to ensure the best care for yourself or your loved ones.
Revocable vs. Irrevocable Trusts: What’s the Difference?
Wednesday, September 30 at 2:00 PM
Location:
Amagansett Free Library
Community Room
215 Main St.
Amagansett NY 11930
Are you uncertain about the differences between revocable and irrevocable trusts?
Join us for an informative discussion on the distinctions between these two types of trusts and the advantages of placing assets, such as a home, into a trust.
Probate, Taxes, and Asset Protection
Wednesday, October 14 at 11:00 AM
Location:
Port Jefferson Free Library
Meeting Room
100 Thompson St
Port Jefferson, NY 11777
Join us as we discuss the importance of Estate Planning documents, the process of probate and common misconceptions.
