Estate & Medicaid Planning Seminars

To attend one of our planning seminars or webinars, please call 518-465-7581 or Contact Us

The attorneys at the Herzog Law Firm are available to speak at community events, trade shows,  continuing education, foundations, other groups, and media appearances. We have experience with groups from 5 to 1,000 people. Please contact us for more information on our speaker services. We have a number of topics available in our legal practice areas.

The events listed below are on Zoom, virtual meeting software.

free estate planning seminars
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January Estate Planning Webinars


Monday, January 24, 2022

2 pm – How to Plan Your Estate

An estate plan is a roadmap (in reality a set of documents) that outlines what you want to happen to you, your dependents, and your assets (and liabilities) if you are not able to speak for yourself. If you are single, married, and/or have kids, and/or have significant or unusual assets, and/or own part of or all of a business, you most definitely need an estate plan! This class will identify the “must have” documents for your estate plan.  Click here to register.

Tuesday, January 25, 2022

2 pm- What to Do When a Loved One Dies

Confused about who is in charge? Whom to notify? What are the immediate actions to take? Who makes the arrangement and who gets what? Let us make this heartbreaking event easier to manage  Click here to register.

Wednesday, January 26, 2022

2 pm- Aging in Place

Most people given the choice want to remain in their homes for the duration of their life. We will discuss actions to consider and resources available to help you remain independent in your home. We will also discuss funding options in detail and how to access and navigate available services. Click here to register.

Thursday, January 27, 2022

2 pm- Wills vs. Trusts

Learn about Revocable & Irrevocable Trusts, Advance Directives, types of Wills and how to use them to benefit yourself and loved ones. Learn about protecting your home and assets and avoiding court & spend downs. Register here 6pm Medicare vs Medicaid Learn the differences between Medicare and
Medicaid, what each pays for, how to maximize each benefit, and how to qualify. Click here to register.

Friday, January 28, 2022

2pm- Medicaid/ Estate Planning Myths

Think you only need a Will, or have to spend everything before Medicaid pays for your care? Do you believe the “state” will take all of your assets? Learn the ins and outs of how to qualify and what Medicaid will cover; you will be surprised! Click here to register.