Document Library

File Name Date Added
Planning for Non-Resident Aliens 08/17/2016
Timothy Speiss Pesentation 05/06/2015
Rockland Estate Planning Day 05/06/2015
Cross Border Estate Planning 08/17/2016
Impact of Annuities 05/06/2015
EPC RC 2016-2017 Membership Application 08/17/2016
Heckerling 2015 - Deener 01/29/2015
Estate Planner's Day- Rahilly presentation: More money in your pocket 05/06/2016
NY Estate Tax Changes 09/08/2014
Estate Planner's Day- Sherman presentation- IRA/ Retirement Plan Distribution Rules 2016 05/04/2016
05/15/2014
Estate Planner's Day- Steiner Presentation: Trusts as Beneficiaries of Retirement Benefits 05/04/2016
05/15/2014
Estate Planner's Day, Steiner Presentation: IRAs & Roth Conversions 05/04/2016
05/15/2014
Kevin Matz Heckerling 2016 02/08/2016
05/15/2014
EPCRC Membership Application 2015-2016 08/17/2016
05/15/2014
Tim Speiss Presentation 05/14/2015
05/15/2014
Fountainview Speiss 05/13/2015
EPC of Rockland Application & Renewal 06/08/2018
Heckerling Review 02/11/2014
Understanding Annuities 05/08/2015
2017-2018 RCEPC NEW Membership Application.pdf 12/08/2017
QLAC Client 05/08/2015
2017-2018 Membership Application 08/07/2017
Investment Strategies 05/08/2015
Exit Planning- A. Karlen, Esq. 12/05/2016
CRTs
CRTs.pdf (332K)
05/08/2015
G. Rothschild Biography 08/17/2016
Annuity Beneficiary Options 05/08/2015