June - July 2023 Newsletter

We are happy to have Emily Fackelman, MSW

join our FLP team of professionals supporting our clients.

Our attorneys also continue to offer a free consultation in our Smithtown, Garden City and Bay Shore offices as well as via Zoom.

Emily Fackelman and our attorneys remain available as questions and issues arise and we look forward to being of assistance.

You are invited to join us at our upcoming free events shown below!

Social Workers can received continuing education credit for the first two events.

This is a new presentation topic for Social Workers!

Hope you can join us at Iavarone in Plainview.

Thank you to Parkview Care & Rehabilitation, Wellbound Home Health Care and The W Group for sponsoring this event.

RSVP is necessary and a waiting list will be started once capacity is reached.

You can click on the flyer and view or print in full size.

Click here to RSVP for August 1st event

This is an important and new presentation topic.

When there is a special needs member in a family, there are many short as well as long term considerations to financial and legal planning. Everyone is invited to this event!

Thank you to Community Care for hosting this event.

You can click on the flyer and view or print in full size.

Click here to RSVP for IN PERSON August 15th event

Click here to RSVP for ZOOM August 15th event

Our local community is invited to breakfast and this presentation with Jennifer Raguso.

Thank you to the Senator for having us present and to Gurwin Healthcare for hosting this event.

Click here to RSVP for August 5th event

Our local community is invited to attend breakfast and presentation with Aaron Futterman, CPA, Esq.

Thank you Assemblyman Ed Flood and Assemblywoman Jodi Giglio for having us present.

Thank you to Brightview Port Jefferson for hosting breakfast event.

Click here to register for August 12th event

Join us at the Bristal in Garden City for a festive, networking night with other Senior Focused Professionals and our local community!

You can click on the flyer and view or print in full size.

Click here to register for September 21st event

Check out two of our recent blogs below.

Click on "read more" for the remainder of the blogs.

TAX CONSEQUENCES OF TRANSFERRING ASSETS: GIFTING VS. INHERITING

One topic of estate planning that we spend considerable time discussing with our clients is the succession of ownership of the client’s assets. It should not come as a surprise that almost all our clients want their assets to be passed on to their loved ones. In most cases, it is the older generations (grandparents and parents) who wish to pass the assets they spent their lives accumulating...

LESSONS LEARNED FROM THE BATTLE OVER ARETHA FRANKLIN’S ESTATE

Nearly five years after Aretha Franklin’s death, it seems that the battle over her estate may finally be over. While few people have her wealth, all too many people make similar mistakes. She failed to properly execute an estate plan resulting in years of litigation. No one wants to think about death, nor do we want to consider what our loved ones will have to deal with if we die ...

REVIEWS and TESTIMONIALS...

We appreciate the kind words from our clients!

Social Media News....

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