Estate Planning

August 8th Workshop: Planning for the Road Ahead

August 8th Workshop: Planning for the Road Ahead

Legal and Financial Concerns for those Caring for Individual Living with Alzheimer’s Disease

WHERE & WHEN
NEW YORK MEMORY CENTER
199 14TH STREET BROOKLYN, NY 11215
WEDNESDAY, AUGUST 8TH 5:30 – 8:00 PM

REFRESHMENTS, RAFFLES!

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About our Speakers
Joanne Seminara has been an attorney licensed to practice law in New York and New Jersey for over 3 decades. Joanne practices in the areas of elder law, estate and trust planning, including estate tax and Medicaid planning, and special needs planning. She is a partner in the elder law firm of Grimaldi & Yeung LLP.

Investors Financial will provide an overview of their products and services. Meet their Financial Consultant, Michael D. Wayasamin and SVP of Wealth Management & Insurance, Richard Koll.
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither Cetera Investment Services, nor Cetera Investment Advisers are affiliated with the financial institution where investment services are offered. Investments are: Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

SEMINAR WILL COVER:

Estate Planning & Advance Directives

  • Living Will
  • Health Proxy
  • Power of Attorney
  • Wills & Trusts
  • Pre-Planned Funerals

Financial Considerations

  • Money management
  • Investments
  • Retirement
  • Managing a loved one’s finances

TO REGISTER, PLEASE CONTACT
Megan Christ, LMSW
Caregiver Social Worker
Family Resource Program
New York Memory Center 718-499-7701 x321 or 708-677-5637 mchrist@nymemorycenter.org

 

For updates and information in Elder Law and Estate Planning, Medicaid and Special Needs Planning, please visit our website: www.gylawny.com 

GRIMALDI & YEUNG LLP
Phone: 718-238-6960
Brooklyn and Manhattan Offices:

9201 4th Ave, 6th Floor
Brooklyn, NY 11209

546 Fifth Avenue, 6th Floor
New York, NY 10036

This post is made available by the lawyer for educational purposes only as well as to give you general information and a general understanding of the law, not to provide specific legal advice. By using this site you understand that there is no attorney client relationship between you and the lawyer. The post should not be used as a substitute for competent legal advice from a licensed professional attorney in your state. ATTORNEY ADVERTISING.

Free Estate Planning Seminar with Partner Pauline Yeung-Ha: June 21

Free Estate Planning Seminar with Partner Pauline Yeung-Ha: June 21

Grimaldi & Yeung LLP and Brookdale Battery Park invite you to a free Estate Planning Seminar:
Are Trusts A Must? How to Protect Your Assets: An introduction to Estate & Financial Planning

SPEAKER: Pauline Yeung-Ha, Partner of Grimaldi & Yeung LLP

WHEN:
Thursday, June 21, 2018
5:30 PM to 7:30 PM

WHERE:
Brookdale Battery Park
455 North End Avenue
New York, NY 10282

MUST RSVP:
Gail Hochfeld: GHochfeld@brookdale.com or (917) 522-1326

For updates and information in Elder Law and Estate Planning, Medicaid and Special Needs Planning, please visit our website: www.gylawny.com 

GRIMALDI & YEUNG LLP
Phone: 718-238-6960
Brooklyn and Manhattan Offices:

9201 4th Ave, 6th Floor
Brooklyn, NY 11209

546 Fifth Avenue, 6th Floor
New York, NY 10036

This post is made available by the lawyer for educational purposes only as well as to give you general information and a general understanding of the law, not to provide specific legal advice. By using this site you understand that there is no attorney client relationship between you and the lawyer. The post should not be used as a substitute for competent legal advice from a licensed professional attorney in your state. ATTORNEY ADVERTISING.

June 20th: FIVE@FIFTY-FIVE: AN ESTATE PLANNING WORKSHOP

June 20th: FIVE@FIFTY-FIVE: AN ESTATE PLANNING WORKSHOP

FIVE@FIFTY-FIVE:
AN ESTATE PLANNING WORKSHOP

Please join us for Five@Fifty-Five (5@55), an estate planning workshop with elder law attorneys Judith Grimaldi and Joanne Seminara of Grimaldi & Yeung LLP.  5@55 is a national educational campaign setting age 55 as the time for advanced health and estate planning.  Given the difficulty of considering illness, death, or disability, and how these emergencies may play out in our lives, the 5@55 guide helps ensure that your wishes will be followed.

WHEN:
Wednesday June 20th, 2018
6:00 – 8:00 PM

WHERE:
John D. Calandra Italian American Institute
25 West 43rd Street, 17th floor New York, NY 10036

Members: FREE
Non-Members and Guests: $10 

Spaces are limited. Advance registration is required.

Click here to RSVP

View Invitation

Directions

Checks must be received within one week of registration or you will be moved to the wait-list.  Please be advised that ticket sales are final for all NOIAW events. We regret that we are unable to offer refunds for cancellations. 

 

For updates and information in Elder Law and Estate Planning, Medicaid and Special Needs Planning, please visit our website: www.gylawny.com 

GRIMALDI & YEUNG LLP
Phone: 718-238-6960
Brooklyn and Manhattan Offices:

9201 4th Ave, 6th Floor
Brooklyn, NY 11209

546 Fifth Avenue, 6th Floor
New York, NY 10036

This post is made available by the lawyer for educational purposes only as well as to give you general information and a general understanding of the law, not to provide specific legal advice. By using this site you understand that there is no attorney client relationship between you and the lawyer. The post should not be used as a substitute for competent legal advice from a licensed professional attorney in your state. ATTORNEY ADVERTISING.

 

 

 

4 Legal Questions to Answer Before You Retire

4 Legal Questions to Answer Before You Retire

Your Pre-Retirement Legal Checklist

Before you officially retire, you should prepare for your legal and financial future. Here are some questions to consider:

  1. If you had 15 seconds, could you list every one of your financial accounts?
    In getting ready for retirement, you should consolidate your accounts to make it easier to organize your finances – especially with IRA and 401(k) accounts, so you are sure to plan for required minimum distributions at 70 ½ years of age. Avoid possible penalties for missing an account. Also favor funds with low costs and fees. Large company retirement plans often have low-expense options.
  2. Who Will Inherit Your IRA?
    The person(s) you designate as beneficiaries will inherit your IRA, regardless of the contents of your Will. It is important to review your IRA designees throughout the years in case you need to update.
  3. How Long Until You Pay Off Your Mortgage?
    Do you wonder about paying off your mortgage? The answer is math. Your interest may be fully tax deductible so the tax break makes this loan almost free if the interest rate is low and it keeps your cash available for other expenses. Don’t feel pressure to pay down your mortgage.
  4. If You Couldn’t Manage Your Finances, Who Would Step In?
    If you should become incapacitated and not able to handle your money, who will you trust to pay your bills and take over your finances? You need to execute a Durable General Power of Attorney listing the person(s) you trust to present to your bank and financial institutions. Each bank and financial institution may also have their own forms you can combine with your General Power of Attorney. 

If you wish to prepare for your legal & financial future, our firm can assist you with all of your pre-retirement goals. Feel free to contact our office anytime: (718) 238-6960.

Please visit our website for information on Elder Law and Estate Planning: www.gylawny.com 

GRIMALDI & YEUNG LLP
Phone: 718-238-6960
Brooklyn and Manhattan Offices:

9201 4th Ave, 6th Floor
Brooklyn, NY 11209

546 Fifth Avenue, 6th Floor
New York, NY 10036

This post is made available by the lawyer for educational purposes only as well as to give you general information and a general understanding of the law, not to provide specific legal advice. By using this site you understand that there is no attorney client relationship between you and the lawyer. The post should not be used as a substitute for competent legal advice from a licensed professional attorney in your state. ATTORNEY ADVERTISING.

Join us April 10: NYC Trust’s 2018 Women’s Financial & Philanthropic Learning Series

Join us April 10: NYC Trust’s 2018 Women’s Financial & Philanthropic Learning Series

Is your financial house in order?
Having the right documents in place can make all the difference. We’ll show you the best ways to be prepared.

Our April 10th session will feature a panel of experts to enlighten and empower you:

  • Judith D. Grimaldi*, Esq., Partner, Grimaldi & Yeung
  • Nicole Francis, CFP, CRPS, Manager, Hudson Advisory Group
  • Gail Cohen, Esq., Chair & General Trust Counsel, Fiduciary Trust International (moderator)

WHEN: Tuesday, April 10th, 5:30 pm – 7:00 pm
WHERE: New York Community Trust, 909 Third Avenue (between 54th & 55th Streets), 22nd Floor

All questions and RSVPs to Marie D’Costa at 212.686.2461. Details available with RSVP. We look forward to being with you.

Join us for an evening of information, conversation and cocktails with other “fearless girls” as we discuss and plan our financial futures, in a confidential and safe environment. For almost a century, The Trust has been helping individuals make smart, well-managed, and strategic decisions about their philanthropy. Join us Tuesday, April 10th as our panelists present concrete and actionable steps that will help you the very next day.

*Author of 5@55. Every participant will receive this book, compliments of Judith D. Grimaldi, Esq. and The Trust.

 

Fearless Girl Statue by Kristen Visbal New York City Wall Street
Photo by Anthony Quintano
Full photo: https://www.flickr.com/photos/quintanomedia/33736548216

Please visit our website for information on Elder Law and Estate Planning: www.gylawny.com 

GRIMALDI & YEUNG LLP
Phone: 718-238-6960
Brooklyn and Manhattan Offices:

9201 4th Ave, 6th Floor
Brooklyn, NY 11209

546 Fifth Avenue, 6th Floor
New York, NY 10036

This post is made available by the lawyer for educational purposes only as well as to give you general information and a general understanding of the law, not to provide specific legal advice. By using this site you understand that there is no attorney client relationship between you and the lawyer. The post should not be used as a substitute for competent legal advice from a licensed professional attorney in your state. ATTORNEY ADVERTISING.

Grimaldi & Yeung LLP invites you to a caregiver presentation provided by Pauline Yeung-Ha and hosted by Heights and Hills, supporting Brooklyn’s older adults. Planning ahead is key to ensuring effective care for your loved ones and peace of mind for yourself, the caregiver. Heights and Hills will host a FREE evening of information about important legal matters pertaining to caregiving.

Join us for a free seminar with Pauline Yeung-Ha of Grimaldi & Yeung LLP for information on important legal concerns related to caregiving: advance directives, power of attorney, and Medicaid planning.

WHEN: Monday, March 5, 5:00-7:00PM
WHERE: 57 Willoughby St. 4th Floor, Brooklyn NY 11201

Please contact Adina Segal at 718-596-8789 ext. 317 or at asegal@heightsandhills.org to register or for more information. Registration is required.

Funded under contract with NYC Department for the Aging.

Attorney Advertising

Please visit our website for information on Elder Law and Estate Planning: www.gylawny.com 

GRIMALDI & YEUNG LLP
Phone: 718-238-6960
Brooklyn and Manhattan Offices:

9201 4th Ave, 6th Floor
Brooklyn, NY 11209

546 Fifth Avenue, 6th Floor
New York, NY 10036

This post is made available by the lawyer for educational purposes only as well as to give you general information and a general understanding of the law, not to provide specific legal advice. By using this site you understand that there is no attorney client relationship between you and the lawyer. The post should not be used as a substitute for competent legal advice from a licensed professional attorney in your state. ATTORNEY ADVERTISING.