Events

Estate Planning Workshops

Stay tuned for upcoming in-person events!

In-Person

Monthly VIP Experience | Invitation Request

Stay tuned for the announcement of our next VIP Experience!

Webinars

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