Transferring Assets to Your Heirs: Hidden Traps and How to Avoid Them

Whether you own a home, IRA, stocks, bank accounts or other assets, the decisions you make on when, how and to whom you leave them can make all the difference.

Learn how lifetime gifts, trusts, wills and other arrangements are used to maximize value, minimize taxes and preserve your legacy for future generations.

• Governor Hochul’s proposals to support New York’s senior population – recently announced in her State of the State address, to include $10 billion to support health care infrastructure, including home care
• Workforce recruitment of home care aides with better paying jobs
• “Home Care First” legislation designed to prioritize independence and community care, sponsored by the Home Care Association of NYS
• Innovative programs that address the growing need for community-based services and housing for long term care
• New resources to support caregivers struggling with the burdens of caring for aging parents