The Listen to Lawrence Letter: Seminar Invitation to the Staller Center

Stony Brook University for an informative and educational presentation. A couple of months ago, I gave a presentation there, and it was so successful that they asked me to do another one. I am proud to support Stony Brook University and work with such an innovative group of people. I hope to see you there!

Listen to Lawrence

Will Power:

Deciding if a Will or Trust

is Right For You

Presented by Lawrence Eric Davidow of Davidow, Davidow, Siegel & Stern

Back by Popular Demand – and in-person!

Thursday, September 17 at 5:00 PM

Staller Center Recital Hall

100 Nicolls Road, Stony Brook

Doors open at 4:30, program starts at 5:00

Reception with light bites to follow

REGISTER HERE

What You’ll Learn:

· Will or Trust? Learn the differences and which may be right for you.

· Should you avoid Probate? Find out what it is, when it matters, and when it doesn’t.

· Do you need a Revocable Trust? Understand who benefits and who may not.

· Could your estate plan accidentally create problems for your family? Learn some of the most common and costly mistakes.

· Who will actually receive your money? See how beneficiary designations, joint accounts, and property ownership can override your Will.

· What happens if something happens to you tomorrow? Learn how to make things easier for your loved ones.

· Already have an estate plan? Find out when to review an older Will or Trust, and what life changes should prompt an update.

Who Should Attend:

· Retirees and those approaching retirement

· Families helping aging parents

· Caregivers

· Those thinking about their long-term legacy, including charitable giving to Stony Brook University!

About Our Speaker:

Lawrence Eric Davidow is the managing partner of Davidow, Davidow, Siegel & Stern, LLP,

a Long Island law firm founded by his grandfather in 1913. He focuses on elder law, estate planning, Medicaid planning, and special needs planning, helping families protect their homes, their savings, and their peace of mind. Known for his clear and practical approach, he regularly speaks to families and community groups throughout Long Island on how to make smart decisions before a crisis hits.

Questions?

Contact the Office of Gift Planning at

gift.planning@stonybrook.edu or (631) 632-4413

And, if anyone you know would like to receive this

Listen to Lawrence Letter, just have them email me at

info@davidowlaw.com and I’ll add them to the list!

As always, please send me your questions. If you are thinking about it, others are probably too, so my answers will no doubt help you and many others.

Let’s stay connected.

Stay safe!