June is Alzheimer's and Brain Health Month ??

Did you know that worldwide there are over 50 million people are living with Alzheimer's and other dementias?

Join us as we raise awareness by going purple for Alzheimer's and Brain Health Month! Our staff will also be participating in the Alzheimer's Association 2024 Walk to End Alzheimer’s on Saturday, October 19 at the Suffolk County Farm in Yaphank.

Please walk with us to help find a cure! You can join our team, start your own or donate.

Click here for more information about the Walk to End Alzheimer's →

Ever wondered about the difference between traditional estate planning and elder law planning?

Tune in to the latest episode of Financially Ever After: Widowhood with financial advisor Stacy Francis and our partner Britt Burner, Esq. as they delved into the crucial differences between traditional estate planning and elder law planning. The pair also explored why it’s important to consider elder law planning at a younger age. Discover the complexities of special needs planning and elder law and learn strategies to protect assets and ensure long-term care.

?Highlights:

• Planning for a Disabled Child: Understand the nuances of Medicaid, SSI, and SSDI to ensure your child's financial security and well-being.
• Asset Protection Strategies: Learn about spousal refusal and other legal strategies to protect assets and qualify for Medicaid in the face of terminal illness or disability.
• Supplemental Needs Trust: Discover how establishing this trust can safeguard assets for a disabled child without jeopardizing their eligibility for government benefits.
• Personalized Advice: Get tailored advice from an elder law attorney to create a comprehensive plan for long-term care and asset protection.
• Early Engagement: Learn the importance of early elder law planning, including powers of attorney and healthcare proxies, to provide peace of mind and security for the future.

Click here to listen to the full episode →

We are thrilled to announce that we have been nominated in the Law Firm category within the Professional Services Section of M&T Bank and Wilmington Trust Dan's Papers Best of the Best 2024 list!

Being recognized on Dan's List, the premier guide to excellence on the East End, is an honor and we're thankful to our community for the nomination.

Your support means the world to us. We kindly ask for you to take a moment and submit your vote!

Click here to submit your vote →

June 6?/ 7 PM

Understanding Trusts

Hampton Bays Public Library

Helen Gould Room

52 Ponquogue Ave.

Hampton Bays, NY 11946

Register now →

? Confused about the differences between a Revocable Trust and an Irrevocable Trust?

?Join Partner Britt Burner, Esq. as she discusses different types of trusts used in Estate Planning and how they can benefit you and your loved ones.

June 12?/ 1 PM

Virtual Event: Aging in Place at Home

Register now →

This program will take place on Zoom.

Older adults can age at home successfully with proper care in a thriving and familiar environment.

?Join our Partner Britt Burner, Esq. for a virtual event as she discusses essential Estate Planning documents you should have in place, the application process for long term care programs including Medicaid and updates to home care in New York.

June 13?/ 12 PM

Lunch and Learn: Wills and Trusts 101

Westhampton Free Library

Meeting Room AB

7 Library Ave.

Westhampton Beach, NY 11978

Register now →

What is the difference between a will and a trust?

?Join Britt Burner, Esq. at the Westhampton Free Library as she discusses the importance of Estate Planning documents, including wills, the process of probate, and the use of trusts for various planning purposes.