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Prepare for Your Meeting
Things to Remember
Webcast Series
Professional and Community Organizations

PREPARE FOR YOUR MEETING
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Appointment Schedule

Estate Planning Organizer: Single

Estate Planning Organizer: Married
Couples & Domestic Partnerships


THINGS TO REMEMBER
(click topic below to open)

Keep It Together!
Tips to Get Organized


WEBCAST SERIES
(click videos below to open on YouTube)

Estate Planning
What Is Estate Planning?
Estate Planning's Basic Steps
The Estate Planning Team
Data Gathering and Estate Planning
Health Care Proxy In Estate Planning
Living Will in Estate Planning
Power of Attorney in Estate Planning, Part 1
Power of Attorney in Estate Planning, Part 2
An Estate Taxes Primer
Estate Distribution, Part 1
Estate Distribution, Part 2
Estate Distribution, Part 3
Protecting Special Needs Beneficiaries
Long Term Care Planning, Part 1
Long Term Care Planning, Part 2
Long Term Care Planning: The Home, Part 1
Long Term Care Planning: The Home, Part 2
Long Term Care Planning: The Home, Part 3

Estate Administration
Probate Assets vs Non-Probate Assets
The Probate Process
Intestate Administration
Estate Creditors
Timing of Distributions
Delays in Estate Administration
Income Taxes
Exempt Property & Small Estate Proceedings
Charitable Beneficiaries

Choice of Entity
Introduction to Entity Formation
Ease of Formation
Control & Management
Liability Protection
Income Tax on Operations
Other Tax Issues
Jurisdiction

CPA Academy
Exploring The CPA'S Expanding Role In A Client’s Tax and Financial Planning
Estate Planning Strategies For Medium and High Net Worth Clients Post-TCJA
Tax Efficient Charitable Giving Strategies



PROFESSIONAL AND
COMMUNITY ORGANIZATIONS

(click topic below to expand and open)
ESTATE PLANNING
National Association of Estate Planners & Councils

Estate Planning Council of Eastern New York, Inc.

Legal Aid Society of Northeastern New York

U.S. Department of Veterans Affairs
ELDER CARE
National Academy of Elder Law Attorneys

The Official U.S. Government Site for Medicaid

The Official U.S. Government Site for Medicare

Alzheimer’s Association

New York State Office for the Aging

New York State Guardianship Basics
ESTATE ADMINISTRATION
NYS Surrogate’s Court (Courts outside New York City)
BUSINESS RESOURCES
U.S. Small Business Administration

U.S. Small Business Administration Office of Veterans Business Development

National Federation of Independent Business

Women’s Business Development Center
TAX
Internal Revenue Service

AICPA

New York State Society of Enrolled Agents

New York State Society of CPAs
BAR ASSOCIATIONS
American Bar Association

New York State Bar Association

Albany County Bar Association

Schenectady County Bar Association
CHAMBERS OF COMMERCE
Bethlehem Chamber of Commerce

Capital Region Chamber

Colonie Chamber of Commerce

Otsego County Chamber of Commerce

Rensselaer County Regional Chamber of Commerce

The Saratoga County Chamber

The Chamber of Southern Saratoga County

Schoharie County Chamber
FINANCIAL PLANNING
Financial Planning Association of Northeastern New York

Locations



Latham
29 British American Boulevard
Latham, NY 12110


Saratoga
188 Church Street
Saratoga Springs, NY 12866


Oneonta
4966 State Highway 23, Suite 3
Oneonta, NY 13820

Connect






(518) 869-6227

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