Robert Friedman of Friedman & Ranzenhofer, PC Attorneys, drawing on over forty two years of estate planning experience, presented “Advanced Planning Seminar” on Monday, November 22, 2021 as part of the Orchard Park Senior Center’s AGING MASTERY PROGRAM. Mr. Friedman discussed:
- WHAT ARE YOUR NY ESTATE PLANNING GOALS?
- MEDICAL ADVANCE PLANNING: HEALTH CARE PROXIES, LIVING WILLS, MOLSTS AND POLSTS
- FINANCIAL ADVANCE PLANNING: POWERS OF ATTORNEY, WILLS, TRUSTS, CODICILS, BURIAL DESIGNATIONS FORMS AND NONPROBATE ASSETS.
- THE MOST COMMON MEDICAID & ESTATE PLANNING MISTAKES
- ACTION PLAN: UPDATE YOUR WILL, Family Discussions, Doctor Discussions ,Business Discussions AND Storage of Your Documents