Join Rienas & Brown Wealth Management for An Inspiring Presentation Created for Women, Friday, May 15, 2020 at 12 PM, Via Webex Topics include: Estate Planning from Linda Markowitz, Esq. Daily Money Management from Ilene Amiel, Personal Affairs Administrators Inc. Please see call details below and feel free to invite any friends, family members or colleagues you think might be …
Continue Reading...Kathy Rosenthal Speaks to Seniors about Estate Planning
On June 12, 2018, Kathy N. Rosenthal spoke to White Plains seniors who meet every Tuesday evening at Dory’s Diner. She delivered helpful information about her favorite topic: Estate Planning. Kathy created and distributed a primer entitled The Most Important Things You Possibly Already Know About Estate Planning – But Probably Don’t Want To Deal …
Continue Reading...Kathy Rosenthal Speaks on Non-Traditional Estate Planning
On May 2, 2018, partner Kathy Rosenthal spoke on a panel joined by colleagues, Julia Peloso-Barnes, a financial planner at Morgan Stanley, and Doug Ruttenberg, a CPA with PKF O’Connor Davies. The program, sponsored by the Westchester Estate Planning Council, focused on estate planning issues critical to planning for Non-Traditional Families. As we know, family …
Continue Reading...Estate Planning Primer1: How Property Passes At Death
Estate Planning Primer1: How Property Passes At Death by Kathy N. Rosenthal, Esq. (c) 2013 This is the first in a series of articles which Rosenthal & Markowitz makes available because you will be a better advocate for yourself when you are well-informed. The focus of this introductory article is how property passes at death …
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