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Free Breakfast Seminars in March!

10 ESTATE PLANNING MISTAKES & HOW TO AVOID THEM: • ARE YOUR DOCUMENTS OUTDATED OR MISSING SIGNATURES? • COULD YOU HAVE THE WRONG PERSON AS EXECUTOR? • HAVE YOU FAILED TO PROPERLY EXECUTE POWERS OF ATTORNEY WITH GIFT RIDER? •

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A Social Security Guide for the Ages

New York Times on Saturday Sept. 28, 2018 By Tara Siegel Bernard Graphic by Karl Russell It’s no wonder that Social Security is politically contentious. The program’s reach is vast: More than 175 million workers contribute to it with every paycheck, and

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Helping Banks Flag Fraud Against Seniors

New York Times  Aug. 18, 2018 By Elizabeth Olson  Dawn Shaw, a retired legal secretary in northern Maine, made two stops weekly without fail. One was her church. The other was her local bank, where she swapped stories about her children

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Senior$afe Act of 2017-2018

The Senior $afe Act was first introduced  in July of 2017. It was designed to protect vulnerable adults from financial exploitation. As of last month it has passed the House and Senate and was signed into law. S.223 – Senior$afe

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IDA Spots Available at The Atria Roslyn Harbor

The Atria on Roslyn Harbor has IDA rent reduction slots available for residents whose income is below $40,850 for a single person or $46,700 for a couple. As you know, Atria Roslyn Harbor provides the ultimate in luxury senior living. 

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