Join Elder Law and Estate Planning attorney Adam Demetri Esq. for a complimentary day of discussion about elder law and estate planning topics at the beautiful Atria on Roslyn Harbor.
Attendees of this workshop will learn about the most common estate planning mistakes and what solutions are available to avoid them. Regardless of your family status or financial net worth, you will learn about planning strategies that help you: Maintain control of your estate during life and plan for any period of disability Create an […]
Retirement accounts often constitute a significant portion of a client's estate, representing years of hard work, savings, and savvy investing in a tax-deferred investment portfolio. For many clients the balances in their retirement accounts will be among the most valuable assets in the legacy they leave for beneficiaries. In June of 2014, the U.S. Supreme Court […]
