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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 

02.10.21

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 on.ny.gov/uifraud.

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

  • 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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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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