Financial Documents

Advance Planning: Your Parents’ Legal and Financial Documents

This program is designed to educate participants about advance care planning so that they may be more aware of the advantages, terminology, and necessary documents.

Advance Planning: Your Parents’ Legal and Financial Documents

Doors open at 5:00pm   •    Refreshments will be served

Advance care documents ensure one’s wishes regarding care, medical intervention, finances, etc., regardless of the person’s ability to make decisions for herself/himself. Legal documents provide peace of mind for the older adult and family, protect finances, minimize vulnerability, and reduce uncertainty. They also can help families and caregivers avoid disagreements and guilt as well as clarify the role of the Power of Attorney (POA). This ACAP program is designed to educate participants about advance care planning so that they may be more aware of the advantages, terminology, and necessary documents.

Presenter:  Steven Katz

Steven Katz is the founder and managing attorney of the Estate Planning Law Group, a New York and New Jersey law practice focused on lifecycle planning and trust and estates administration.

Beyond Wills and Trusts, Steven’s passion lies in harnessing Medicaid planning as a powerful tool for wealth preservation, ensuring families’ hard-earned assets are safeguarded for the next generation.

Unique to his role as an attorney, Steven’s professional background includes a decade of entrepreneurial business ownership, which he credits for his strong appreciation of trust building, negotiation, and multifaceted problem solving in a service-oriented, client-focused context.

Alongside his legal practice, Steven is deeply committed to giving back to the community. He has volunteered his expertise for local workshops, educating individuals on the importance of estate planning and empowering them to make informed decisions for their futures.

Program Sponsors:

Longbridge Financial / Ryan Philip

 

 

Amramp / Jake Burgida

 

Setting The Stage / Linda Chinman Pollock

 

 

 

 

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