Plan Today, Protect Tomorrow: Your New Year’s Estate Planning Checklist
Tuesday, January 27 at 5:30 PM
Location:
Westhampton Free Library
Meeting Room AB
7 Library Avenue
Westhampton Beach, NY 11978
Start the New Year with a resolution to plan ahead and protect yourself and your loved ones.
Join us at the Westhampton Free Library for an informative session on creating your essential planning checklist. We’ll walk you through the key documents you need, what they mean, and how they can help you prepare for the future.
Estate Planning, Guardianship, and Special Needs: Planning for Every Possibility
Wednesday, February 11 at 5:30 PM
Location:
East Hampton Library
Baldwin Room
159 Main Street
East Hampton, NY 11937
Join us for as we explore the essentials of Estate Planning with a focus on planning for individuals with special needs. Our discussion will cover key strategies and tools to help families prepare for the future and protect their loved ones, including:
- Guardianship
- Establishing and maintaining Supplemental Needs Trusts
- Preserving eligibility for government benefits
- Understanding Medicaid waiver programs
- Creating thoughtful inheritance provisions for individuals with special needs
Go Red Event: A Conversation on Heart and Brain Health
Thursday, February 12 at 6:00 PM
Location:
Westhampton Performing Arts Center
76 Main Street
Westhampton Beach, NY 11978
We invite you to a special Go Red event at the Westhampton Performing Arts Center—an evening that combines expert insight, entertainment, and community.
Join us for an engaging and informative event focused on heart and brain health hosted in partnership with Northwell and the Westhampton Performing Arts Center.
The evening will feature an important conversation with Dr. Stacey E. Rosen and Dr. Maria Carney of Northwell Health’s Katz Institute for Women’s Health who will share insights on protecting heart and brain health as we age.
The program will also include a special performance by Melodies & Memories, a senior singing group that brings beloved classic songs to life through shared memories. Cocktails and lite bites to follow.
We hope you’ll join us for this entertaining and educational evening.
RSVP by February 5, 2026.
Plan Today, Protect Tomorrow: Your New Year’s Estate Planning Checklist
Friday, February 20 at 1:00 PM
Location:
Patchogue-Medford Library
Meeting Room A
54-60 East Main Street
Patchogue, New York 11772
This is a hybrid presentation. You are able to attend in person or virtually.
Start 2026 off right with a resolution you can complete!
Join us to discuss the basic estate planning documents that everyone should have in place, including wills, advance directives, and more. We will also discuss new changes in 2026 that could impact your estate plan and provide insight into whether you should be revisiting your existing plan.
Estate Planning: Beyond the Basics
Wednesday, February 25 at 12:00 PM
Location:
Port Jefferson Free Library
Conference Room
100 Thompson St
Port Jefferson, NY 11777
Join Brittni Sullivan, Esq., Partner at Burner Prudenti Law, P.C. as she discusses the importance of coordinating your estate plan to deal with estates of all shapes and sizes.
Topics will include: estate tax avoidance, charitable giving, and designing an estate plan that lasts through incapacity.
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.
Sign up to receive information about our upcoming seminars
New Year, New Plan: Estate Planning for 2026
Start 2026 off right with a resolution you can complete!
Join us to discuss the basic estate planning documents that everyone should have in place, including wills, advance directives, and more.
We will also discuss new changes in the new year that could impact your estate plan and provide insight into whether you should be revisiting your existing plan.
Register
