As we continue our dedication of providing peace of mind to you and your family in these uncertain and stressful times, Vincent J. Russo, Esq. will host a Facebook Live on “Estate Tax Planning for Married Couples” on Tuesday, October 20th at 1 p.m. EST. to answer any questions you may have as COVID-19 continues to affect our lives and the lives of our loved ones.

Be sure to join the Facebook Live Event Page for updates.  

Or click here to sign up to view the presentation on Zoom  

Do you have a question? Ask your questions in the comments section during the live video. We will address your questions time allowing or will get back to you post-broadcast.


Federal Estate Tax Planning

Topics include:

  • What if I have a Taxable Estate: Why should I care?
  • What strategies are available to save estate taxes?
  • What do I do next?

Common Probate Mistakes and How to Avoid Them

Topics include:

  • What is Probate and When is Probate Necessary?
  • What Are the Common Mistakes During Probate and Estate Administration?
  • How Do You Avoid Making Them?

New York State Estate Tax Planning

Topics include:

  • Does the New York State Estate Tax apply to me?
  • What can I Do to Avoid the costly NYS Estate Tax Cliff?
  • What Strategies are available to save NYS Estate Taxes?

Tips on Selling Your Home

Topics include:

  • What should you do before putting up the For Sale sign?
  • How can you avoid your home sale from falling apart?
  • What is the role of the attorney in a real estate transaction?

The Nuts and Bolts of Estate Tax Planning

Topics include:

  • Why should you pay attention even if you do not have a taxable estate?
  • Who should do estate tax planning?
  • What strategies are available to save estate taxes?  

Planning for Your Child with Special Needs

Topics include:

  • Planning for a Child at certain ages
  • Explanation of:
    • Public Benefits
    • Special Needs Trusts
    • Guardianship
  • Putting together a “Living Plan”  

How Do I Avoid Probate?

Topics include:

  • Why should I Avoid Probate?
  • What are the Benefits of a Revocable Living Trust?
  • How does the Trust Work?

Protecting You and Your Family Part 2 – Health Care

Topics include:

  • How to Access Coronavirus Care and Treatment
  • Who pays for it?
  • Essential Legal Documents to Control How and What Decisions are Made

Protecting You and Your Family Part 1 – Managing Finances

Topics include:

  • How are you managing your finances during this crisis?
  • What if you lack capacity to manage your financial affairs?
  • What is the key legal document that everyone should have?

Why Should I Have A Will?

Topics include:

  • What is A Will and How Does it Work?
  • What are the Benefits of a Will?
  • What Steps Should I Take Now?

Checking Your Pulse

Topics include:

  • Update on Hospitals and Nursing Homes
  • Update on Benefits and Taxes
  • Update on Insurance
  • Update on Document Signing
  • Beware of Scammers

How Trusts Can Protect Me and My Family

Topics include:

  • How can a Trust help me?
  • Which is the right type of Trust?
  • What Steps Should I take now?

How to Access Medicaid Home Care

Topics include:

  • Covid-19 Medicaid Alert
  • 7 Step Process to Medicaid Home Care
  • Comprehensive Planning

How Can the Paycheck Protection Program (PPP) Help Me?

Topics include:

  • Who can qualify?
  • How much can I get as a loan?
  • What is the process for applying?
  • What are the loan terms?
  • What can the loan be used for?
  • How can the loan be forgiven?

PPP FAQs | List of Banks Participating in the U.S. SBA PPP

Why Estate Planning Is so Important

Topics include:

  • Advanced directives
  • Health care proxy
  • Living Will
  • Will
  • Trusts: Revocable and Asset Protection

What You Need to Know and Do to Protect Your Family

Topics include:

  • How to make healthcare decisions for a loved one
  • How to navigate through this time of financial crisis
  • How to use trusts and LLCs to protect your assets
  • Know what benefits you are entitled to if you lose your job
  • Coping with financial and legal matters while successfully surviving the pandemic and more.