Planning With Purpose Video Series
The Legacy Society occasionally hosts virtual estate planning events. Recordings of our most recent events can be found here. If you have a topic you would like to see covered, please contact us with your suggestion.
WXXI Board Member Joy Ryen Plotnik, Esq. of Canandaigua National Bank & Trust Company speaks on the unique aspects of New York State estate taxes and how to minimize their impact on your loved ones.
Attorney, and WXXI member Marcus Kroll, Esq. Of Kroll Proukou LLP., addresses challenging topics such as balancing a current marriage with children from previous marriages, replicating marriage benefits for non-married partners through planning, and the role a living trust can play for your estate.
James Traylor, Founder of Upstate Special Needs Consulting, shares advice on developing sustainable life care plans for your loved one with a disability.