Events

Estate Planning Workshops

Stay tuned for upcoming in-person events!

In-Person

Legacy Lounge: Estate Planning Workshop

August 26th

Legacy Lounge: Estate Planning Workshop

September 16th

Webinars

Love & Legacy: Protecting Your Spouse and Family

Wednesday, February 18, 2026,
1 – 2 PM EST

Medical Myths & Truths: What New York Families Need to Know

Wednesday, March 18, 2026,
1 – 2 PM EST

After the Deadline: Estate and Tax Planning for the Year Ahead

Wednesday, April 15, 2026,
1 – 2 PM EST

Caregiving & Capacity: Legal Tools for Families

Wednesday, May 20, 2026,
1 – 2 PM EST

Estate Planning for LGBTQ+ Families in New York

Wednesday, June 17, 2026,
1 – 2 PM EST

Liberty & Legacy: How to Stay Independent Through Planning

Wednesday, July 15, 2026,
1 – 2 PM EST

Back to the Basics: Starter Estate Plans for Families

Wednesday, August 19, 2026,
1 – 2 PM EST

Nursing Home Costs & Medicaid Planning Strategies

Wednesday, September 16, 2026,
1 – 2 PM EST

Wills vs. Trusts: What Every NY Resident Should Know

Wednesday, October 21, 2026,
1 – 2 PM EST

Giving Thanks, Giving Wisely: Charitable Giving & Legacy

Wednesday, November 18, 2026,
1 – 2 PM EST

Year End Checklist: Secure Your Families Legal & Financial Future

Wednesday, December 16, 2026,
1 – 2 PM EST