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Putting Together Your Estate & Long Term Care Plan

Wednesday, March 10, 2021

6:00 PM - 7:30 PM on Zoom

Join David Younis CFP®, Director of Financial Services at Allied Financial Partners and Marcus Kroll, Esq. of Kroll Law Firm, LLP, for a conversation to discuss the most pressing concerns regarding effective estate and long-term care planning.

Click here to see featured topics...

Register Now

Client Alert: NYS Unemployment Fraud 


NYS Department of Labor has identified over 425,000 fraudulent claims.

Anyone who receives a monetary determination letter from the Department of Labor, but did not apply for unemployment benefits, should immediately report it to the DOL at

In addition, New Yorkers should take steps to proactively protect themselves, included those listed at;

  • Reporting the identify theft to the FTC
  • Filing a report with their local police department, if they wish, and
  • Reporting a misused Social Security number
  • Keep copies of all reports for your records

For more information click here.  

Monthly Eblast

Resource Center

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<p>Jane Bond: Scaling the Ladder</p>

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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<p>Social Security: Two Benefit Strategies Eliminated</p>

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
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<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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