Estate Planning Tools for Family Caregivers
Monday, March 9 at 12:00 PM
Location:
Peconic Bay Medical Center – Northwell Health
Caregivers Center
1 Heroes Way
Riverhead, NY 11901
You can attend this presentation in person or virtually via Zoom.
Planning ahead allows for less stress and crisis, especially when caring for your loved one with health concerns.
Please join speaker Britt Burner Esq. as she discusses the importance of estate planning. This workshop will help you to understand the purpose of a health care proxy, the roles of an agent, trustee and executor and aim to help family caregivers identify situations in which care plans or estate planning documents may need to change.
To register or obtain your Zoom invitation link, please contact Megan Stettinger, LMSW with the Caregivers Center at (631) 548-6259 or [email protected]
Advance Directives and Power of Attorneys
Thursday, March 12 at 7:00 PM
Location:
Hampton Bays Public Library
Helen Gould Room
52 Ponquogue Ave
Hampton Bays, NY 11946
Join Nancy Burner, Esq. as she discusses the importance of having a Power of Attorney and a Health Care Proxy in place. Learn what you need to know about advance directives, such as health care proxies, living wills, and strategies to help protect your assets.
Wills and Trusts
Monday, March 16 at 3:00 PM
Location:
Sachem Public Library
Community Room B
150 Holbrook Road
Holbrook, NY 11741
Do I need to worry about probate if I have a will? How can I best protect my assets?
Join us for an informative discussion on the importance of essential Estate Planning documents, the probate process, and common misconceptions.
Understanding Wills & Trusts: What’s Right for You?
Wednesday, March 25 at 7:00 PM
Location:
North Shore Public Library,
250 Route 25A
Shoreham, NY 11786
Should you rely on a will, create a trust, or use both?
Choosing the right estate planning tools can feel overwhelming. Join Brittni Sullivan, Esq., Partner at Burner Prudent Law, P.C., for an informative discussion that breaks down the differences between wills and trusts, how each works, and which option may best protect your assets and wishes. We’ll also cover key documents everyone should have, the probate process, and common misconceptions that can impact your planning.
Email to register: [email protected]
Medicaid Basics
Tuesday, April 14 at 3:00 PM
Location:
Mastics, Moriches and Shirley Community Library
Community Room A
407 William Floyd Pkwy
Shirley, NY 11967
Aging raises many critical issues, especially if your goal is to age in place safely and successfully in your home.
Join us for an informative discussion on the latest changes to Medicaid eligibility and assessments, as well as the essential Estate Planning documents you need to protect yourself and your loved ones.
Revocable vs. Irrevocable Trusts: What’s the Difference?
Monday, April 20 at 1:00 PM
Location:
Southold Free Library
Community Room
53705 Main Rd.
Southold, NY 11971
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.
Protect What Matters: Estate Planning for All Families
Tuesday, May 5 at 2:00 PM
Location:
Amagansett Free Library
Community Room
215 Main St
Amagansett NY 11930
Estate planning isn’t one-size-fits-all—every family is unique, and every plan should be too.
Join us as we explore how estate planning goals and strategies evolve over time, ensuring your plan aligns with your needs at every stage of life.
