Document Library

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