Estate Planning
FREE Estate Planning Workshop
BSR&B Education Center 10 Matthews Street, Goshen, NYImagine building a new home without a set of blueprints–sounds absurd, doesn’t it? Creating an estate plan without establishing planning goals is no different. In this workshop you will learn: Why most estate plans don’t work. How to plan for your care in the event of your mental disability. Why owning property in joint tenancy…
FREE Crisis Long-Term Care Planning Seminar
BSR&B Education Center 10 Matthews Street, Goshen, NYLearn more about utilizing Medicaid benefits to help pay for the rising costs of long-term care, as well as estate planning tools and techniques to preserve your legacy for your loved ones. It is never too late to preserve and protect assets! Solutions available for both long-term planning & those with immediate or near-immediate need…
FREE Estate Planning Workshop
BSR&B Education Center 10 Matthews Street, Goshen, NYImagine building a new home without a set of blueprints–sounds absurd, doesn’t it? Creating an estate plan without establishing planning goals is no different. In this workshop you will learn: Why most estate plans don’t work. How to plan for your care in the event of your mental disability. Why owning property in joint tenancy…
Estate Planning Workshop
BSR&B Education Center 10 Matthews Street, Goshen, New York, United StatesSECURE YOUR LEGACY: ESTATE PLANNING WORKSHOP FOR TODAY'S AMERICAN FAMILY Imagine building a new home without a set of blueprints–sounds absurd, doesn’t it? Creating an estate plan without establishing planning goals is no different. In this workshop you will learn: Why most estate plans don’t work.How to plan for your care in the event of…
Estate Planning Workshop
BSR&B Education Center 10 Matthews Street, Goshen, New York, United StatesSECURE YOUR LEGACY: ESTATE PLANNING WORKSHOP FOR TODAY'S AMERICAN FAMILY Imagine building a new home without a set of blueprints–sounds absurd, doesn’t it? Creating an estate plan without establishing planning goals is no different. In this workshop you will learn: Why most estate plans don’t work.How to plan for your care in the event of…
Estate Planning Workshop
BSR&B Education Center 10 Matthews Street, Goshen, New York, United StatesSECURE YOUR LEGACY: ESTATE PLANNING WORKSHOP FOR TODAY'S AMERICAN FAMILY Imagine building a new home without a set of blueprints–sounds absurd, doesn’t it? Creating an estate plan without establishing planning goals is no different. In this workshop you will learn: Why most estate plans don’t work.How to plan for your care in the event of…
Estate Planning Workshop
BSR&B Education Center 10 Matthews Street, Goshen, New York, United StatesSECURE YOUR LEGACY: ESTATE PLANNING WORKSHOP FOR TODAY'S AMERICAN FAMILY Imagine building a new home without a set of blueprints–sounds absurd, doesn’t it? Creating an estate plan without establishing planning goals is no different. In this workshop you will learn: Why most estate plans don’t work.How to plan for your care in the event of…
Estate Planning Workshop
BSR&B Education Center 10 Matthews Street, Goshen, New York, United StatesSECURE YOUR LEGACY: ESTATE PLANNING WORKSHOP FOR TODAY'S AMERICAN FAMILY Imagine building a new home without a set of blueprints–sounds absurd, doesn’t it? Creating an estate plan without establishing planning goals is no different. In this workshop you will learn: Why most estate plans don’t work.How to plan for your care in the event of…
SECURE Act Workshop: Planning Opportunities & Traps
BSRB Education Center 10 Matthews Street, Goshen, New York, United StatesWith the recent enactment of the game-changing SECURE Act, we are presenting a special advisors-only workshop to discuss the planning opportunities—and planning traps—created by this legislation. To register for the workshop, please either respond by email to Donna Wood at dwood@mid-hudsonlaw.com, or by phone at 845-291-0011. Seating is limited to the first 20 registrants. If…
Estate Planning Workshop
BSR&B Education Center 10 Matthews Street, Goshen, New York, United StatesSECURE YOUR LEGACY: ESTATE PLANNING WORKSHOP FOR TODAY'S AMERICAN FAMILY Imagine building a new home without a set of blueprints–sounds absurd, doesn’t it? Creating an estate plan without establishing planning goals is no different. In this workshop you will learn: Why most estate plans don’t work.How to plan for your care in the event of…
CANCELLED – Estate Planning Workshop
BSR&B Education Center 10 Matthews Street, Goshen, New York, United StatesNote - This event has been canceled. Stay tuned for information regarding online webinars. SECURE YOUR LEGACY: ESTATE PLANNING WORKSHOP FOR TODAY'S AMERICAN FAMILY Imagine building a new home without a set of blueprints–sounds absurd, doesn’t it? Creating an estate plan without establishing planning goals is no different. In this workshop you will learn: Why…
LIVE Webinar: Estate Planning Essentials in Uncertain Times
The recent outbreak of COVID-19 has many wondering if they are prepared for the unpredictable future. An important part of this analysis is the need for a comprehensive and coordinated estate and asset protection plan. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your…
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and changes in what…
LIVE Webinar: Estate Planning Essentials in Uncertain Times
The recent outbreak of COVID-19 has many wondering if they are prepared for the unpredictable future. An important part of this analysis is the need for a comprehensive and coordinated estate and asset protection plan. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your…
POSTPONED: Trustee Training Workshop
BSR&B Education Center 10 Matthews Street, Goshen, New York, United StatesThis workshop has been postponed until further notice. We will again present our popular Trustee Training Workshop, which is especially designed to provide basic estate settlement information for your adult children or other loved ones who will be your successor disability and/or death Trustees. Because the Trustee Training Workshop is designed for our clients’ successor…
Live Webinar: “Impact of New Federal Legislation on IRAs and other Retirement Accounts”
JOIN US! The Community Foundation of Orange and Sullivan is hosting a free webinar for professional advisors detailing the legal and financial impacts of the recently passed SECURE and CARES Acts on retirement accounts and charitable giving. Featured panelists: Richard Shapiro, J.D., CELABonnie J. Orr, CPA Moderator: Elizabeth Rowley,Pres. and CEO, Community Foundation of Orange…
LIVE Webinar: Estate Planning Essentials in Uncertain Times
BSF&B Education Center 10 Matthews Street, Goshen, NY, United StatesThe recent outbreak of COVID-19 has many wondering if they are prepared for the unpredictable future. An important part of this analysis is the need for a comprehensive and coordinated estate and asset protection plan. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your…
Live Webinar: Client Update Meeting
BSR&B Education Center 10 Matthews Street, Goshen, New York, United StatesOur client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and changes in what…
LIVE Webinar: Estate Planning Essentials in Uncertain Times
The recent outbreak of COVID-19 has many wondering if they are prepared for the unpredictable future. An important part of this analysis is the need for a comprehensive and coordinated estate and asset protection plan. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your…
Live Webinar: Client Update Meeting
BSR&B Education Center 10 Matthews Street, Goshen, New York, United StatesOur client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and changes in what…
LIVE Webinar: Estate Planning Essentials in Uncertain Times
The recent outbreak of COVID-19 has many wondering if they are prepared for the unpredictable future. An important part of this analysis is the need for a comprehensive and coordinated estate and asset protection plan. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your…
LIVE Webinar: Client Update Meeting
BSR&B Education Center 10 Matthews Street, Goshen, NYOur client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and…
LIVE Webinar: Estate Planning Essentials in Uncertain Times
The recent outbreak of COVID-19 has many wondering if they are prepared for the unpredictable future. An important part of this analysis is the need for a comprehensive and coordinated estate and asset protection plan. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your…
LIVE Webinar: Estate Planning Essentials in Uncertain Times
The recent outbreak of COVID-19 has many wondering if they are prepared for the unpredictable future. An important part of this analysis is the need for a comprehensive and coordinated estate and asset protection plan. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your…
LIVE Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and…
LIVE Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and…
LIVE Webinar: Estate Planning Essentials in Uncertain Times
The recent outbreak of COVID-19 has many wondering if they are prepared for the unpredictable future. An important part of this analysis is the need for a comprehensive and coordinated estate and asset protection plan. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your…
LIVE Webinar: Estate Planning Essentials in Uncertain Times
The outbreak of COVID-19 has many wondering if they are prepared for the unpredictable future. An important part of this analysis is the need for a comprehensive and coordinated estate and asset protection plan. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your death.…
LIVE Webinar: Estate Planning Essentials in Uncertain Times
The recent outbreak of COVID-19 has many wondering if they are prepared for the unpredictable future. An important part of this analysis is the need for a comprehensive and coordinated estate and asset protection plan. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your…
LIVE Webinar: Estate Planning Essentials in Uncertain Times
The recent outbreak of COVID-19 has many wondering if they are prepared for the unpredictable future. An important part of this analysis is the need for a comprehensive and coordinated estate and asset protection plan. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your…
LIVE Webinar: Estate Planning Essentials in Uncertain Times
The recent outbreak of COVID-19 has many wondering if they are prepared for the unpredictable future. An important part of this analysis is the need for a comprehensive and coordinated estate and asset protection plan. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your…
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and changes in what…
LIVE Webinar: Estate Planning Essentials in Uncertain Times
The recent outbreak of COVID-19 has many wondering if they are prepared for the unpredictable future. An important part of this analysis is the need for a comprehensive and coordinated estate and asset protection plan. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your…
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and changes in what…
LIVE Webinar: Estate Planning Essentials in Uncertain Times
The outbreak of COVID-19 reminded many of life’s uncertainty and highlighted the importance of comprehensive estate planning to protect your family’s future. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your death. It also allows you to designate who will carry out your wishes…
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and changes in what…
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and changes in what…
LIVE Webinar: Estate Planning Essentials in Uncertain Times
The outbreak of COVID-19 reminded many of life’s uncertainty and highlighted the importance of comprehensive estate planning to protect your family’s future. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your death. It also allows you to designate who will carry out your…
CANCELED – Live Webinar: Client Update Meeting
Note - This webinar has been canceled. Please register for our next Client Update Meeting on September 14th! Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to…
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and changes…
LIVE Webinar: Estate Planning Essentials in Uncertain Times
The outbreak of COVID-19 reminded many of life’s uncertainty and highlighted the importance of comprehensive estate planning to protect your family’s future. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your death. It also allows you to designate who will carry out your wishes…
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and changes…
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and changes…
Live Webinar: Estate Planning Essentials in Uncertain Times
The outbreak of COVID-19 reminded many of life’s uncertainty and highlighted the importance of comprehensive estate planning to protect your family’s future. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your death. It also allows you to designate who will carry out your wishes…
Live Webinar: Estate Planning Essentials in Uncertain Times
The outbreak of COVID-19 reminded many of life’s uncertainty and highlighted the importance of comprehensive estate planning to protect your family’s future. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your death. It also allows you to designate who will carry out your wishes…
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and…
Live Webinar: Trustee Training Workshop
Make sure your successor trustee is prepared to carry out your wishes. Our upcoming Trustee Training Workshop will provide basic estate settlement information for your adult children or other loved ones who will be your successor trustee upon your disability, incapacitation, and/or death. During this webinar, we will discuss the: Fundamental structure of an…
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and…
Live Webinar: Estate Planning Essentials in Uncertain Times
The outbreak of COVID-19 reminded many of life’s uncertainty and highlighted the importance of comprehensive estate planning to protect your family’s future. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your death. It also allows you to designate who will carry out your wishes…
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and…
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and…
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and…
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and…
Live Webinar: Trustee Training Workshop
Make sure your successor trustee is prepared to carry out your wishes. Our upcoming Trustee Training Workshop will provide basic estate settlement information for your adult children or other loved ones who will be your successor trustee upon your disability, incapacitation, and/or death. During this webinar, we will discuss the: Fundamental structure of an…
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and…
Live Webinar: Estate Planning Essentials in Uncertain Times
The outbreak of COVID-19 reminded many of life’s uncertainty and highlighted the importance of comprehensive estate planning to protect your family’s future. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your death. It also allows you to designate who will carry out your wishes…
Live Webinar: Client Update Meeting
Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas. As always, to ensure that your planning remains current with changes in your life, changes in the law, and…
Live Webinar: Estate Planning Essentials in Uncertain Times
The impact of COVID-19 underscores the many uncertainties of life and the importance of careful estate planning to protect your family’s future. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your death. It also allows you to designate who will carry out your wishes…
In-Person: Estate Planning Essentials in Uncertain Times
BSF&B Education Center 10 Matthews Street, Goshen, NY, United StatesThe impact of COVID-19 underscores the many uncertainties of life and the importance of careful estate planning to protect your family’s future. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your death. It also allows you to designate who will carry out your wishes…
In-Person: Estate Planning Essentials in Uncertain Times
BSF&B Education Center 10 Matthews Street, Goshen, NY, United StatesThe impact of COVID-19 underscores the many uncertainties of life and the importance of careful estate planning to protect your family’s future. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your death. It also allows you to designate who will carry out your wishes…
Live Webinar: Trustee Training Workshop
Make sure your successor trustee is prepared to carry out your wishes. Our upcoming Trustee Training Workshop will provide basic estate settlement information for your adult children or other loved ones who will be your successor trustee upon your disability, incapacitation, and/or death. During this webinar, we will discuss the: Fundamental structure of an…
In-Person: Estate Planning Essentials in Uncertain Times
BSF&B Education Center 10 Matthews Street, Goshen, NY, United StatesThe impact of COVID-19 underscores the many uncertainties of life and the importance of careful estate planning to protect your family’s future. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your death. It also allows you to designate who will carry out your wishes…
In-Person: Estate Planning Essentials in Uncertain Times
BSF&B Education Center 10 Matthews Street, Goshen, NY, United StatesThe impact of COVID-19 underscores the many uncertainties of life and the importance of careful estate planning to protect your family’s future. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your death. It also allows you to designate who will carry out your wishes…
Live Webinar: Trustee Training Workshop
Make sure your successor trustee is prepared to carry out your wishes. Our upcoming Trustee Training Workshop will provide basic estate settlement information for your adult children or other loved ones who will be your successor trustee upon your disability, incapacitation, and/or death. During this webinar, we will discuss the: Fundamental structure of an…
In-Person: Estate Planning Essentials in Uncertain Times
BSF&B Education Center 10 Matthews Street, Goshen, NY, United StatesThe impact of COVID-19 underscores the many uncertainties of life and the importance of careful estate planning to protect your family’s future. A comprehensive estate plan will provide for what happens to you and your assets during your disability and after your death. It also allows you to designate who will carry out your wishes…
Planning for Health Care & Long-Term Care in Retirement
Albert Wisner Public Library 1 McFarland Drive, Warwick, NY, United StatesJoin us on Tuesday, November 14 at the Albert Wisner Public Library and learn more about asset protection strategies for long-term care and various long-term care insurance options. This is a FREE educational workshop presented by Richard J. Shapiro, J.D., CELA, CAP, Partner of Blustein, Shapiro, Frank & Barone, LLP and a local Certified Financial…
Medicaid & Long-Term Care Planning
Goshen Public Library & Historical Society 366 Main St, Goshen, NY, United StatesJoin us on Thursday, February 1 at the Goshen Public Library & Historical Society and learn about asset protection strategies for long-term care, and Medicaid eligibility requirements and enrollment options. This is a FREE educational workshop presented by Richard J. Shapiro, J.D., CELA, CAP, Partner of Blustein, Shapiro, Frank & Barone, LLP. Seating is limited!…