Trust and Estates Group Holds Community Outreach Initiative

Lewis Johs was proud to hold another Trust & Estates and Elder Law Community Outreach initiative with Halliday Financial. The event was a complimentary breakfast held in Massapequa. This is part of a series of seminars LJAA is conducting over the next few months to help educate seniors on the importance of estate and long term care planning. The seminar was well attended and led by attorney, Robert D’Angelillo who heads the Elder Law division of the firm’s Trust and Estates Group and certified financial advisor, James Werner from Halliday.  Together, they provided valuable information on what is needed when planning and how to avoid common planning mistakes.  We look forward to continuing our community outreach efforts in this area.

       
 

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