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New Year, New Plan: Estate Planning Essentials for 2025
Wednesday, January 8 at 11:00 AM
Location:
Smithtown Library – Kings Park Building
Community Room
1 Church Street
Kings Park, NY 11754
Start 2025 off right with a resolution you can complete!
Join Brittni Sullivan, Esq. 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 2025 that could impact your estate plan, and provide insight into whether you should be revisiting your existing plan under the current administration.
New Year, New Plan: Estate Planning Essentials for 2025
Thursday, January 9 at 7:00 PM
Location:
Hampton Bays Public Library
Helen Gould Room
52 Ponquogue Ave
Hampton Bays, NY 11946
Start 2025 off right with a resolution you can complete!
Join Nancy Burner, Esq. to discuss the basic estate planning documents everyone should have in place, including wills, advance directives, and more. Nancy will also discuss new changes in 2025 that could affect your estate plan and provide insight into whether you should revisit your existing plan under the current administration.
Protecting Assets: Should I Put My Home in a Trust?
Tuesday, February 25 at 5:30 PM
Location:
East Hampton Library
Baldwin Family Room
159 Main Street
East Hampton, NY 11937
Join us as we gather to discuss how to protect assets, including property and second homes, the ways to reduce and eliminate taxes, and the importance of having a sound estate plan in place.
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2025: The Year of Trusts
As 2025 is upon us, have you considered a trust as part of your Estate Plan? Join Britt Burner, Esq. as she discusses the anatomy of trusts, the types of trusts used in Estate and Medicaid planning, and how they can benefit you and your loved ones. This webinar is hosted by the Shelter Island Public Library.
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