Protect Your Home & Life Savings from Probate, Guardianship Court, and Nursing Home Costs — Without Spending a Fortune on Complex Legal Plans
A free educational session for hardworking New York families who want to avoid probate, protect their assets, and prevent nightmare situations that could leave their loved ones scrambling in a crisis. Since 1997, we've been committed to educating families about the importance of proper planning.
In 45 minutes, you'll discover:
THE 3 HIDDEN TRAPS that wipe out middle-class savings
And how to avoid probate court, guardianship proceedings, and losing your home to long-term care costs
(even if you think you're "not wealthy enough" to worry)
THE EXACT 7-STEP CHECKLIST to protect your assets
Including which accounts to retitle, which beneficiaries to update, and the one document 90% of families forget
(that costs them thousands later)
WHY A SIMPLE WILL
IS NOT ENOUGH
And the little-known alternative that keeps your family out of court, preserves your privacy, and ensures your spouse can access your accounts without a lawyer
This session is perfect for you if:
THIS IS FOR YOU:
You're a New York homeowner with some savings and want to protect what you've built
You worry about what happens if you become incapacitated or pass away unexpectedly
You don't want your family stuck in probate court or fighting over unclear documents
You've been putting off estate planning because you think it's too expensive or complicated
You want to ensure your life's savings aren't drained by nursing home or long-term care costs
THIS IS NOT FOR
Ultra-wealthy families with complex offshore trusts (we specialize in middle-class protection)
People looking for a "do-it-yourself" template solution
Anyone who's already completed a comprehensive estate plan in the last 12 months
Meet Your Host
Lori Somekh
Founding Attorney, NY Elder Law Group
Somekh & Associates, PLLC
Since establishing NY Elder Law Group in 1997, Lori Somekh has helped hundreds of New York families protect their legacies through strategic estate planning and Medicaid asset protection.
With over 25 years of experience in elder law, she specializes in practical, affordable solutions for middle-class families who refuse to let their life's work be lost to probate, guardianship court, or nursing home costs.
Based in Garden City, NY
Served as Judicial Hearing Officer for the State of New York
Author of "A Guide to Medicaid Home Care in New York"
Executive Committee, Elder Law Section of the NYS Bar Association.
Frequently Asked Questions
Will there be a replay
Yes! All registrants receive a recording link within 24 hours. However, we encourage you to attend live so you can ask questions specific to your situation.
What if I can't attend live?
No problem — just register and we'll send you the replay. But the live session includes a Q&A where we answer your specific questions, so we recommend attending if possible.
Is it really free?
Completely free. No credit card required. This is an educational web class.
How long is the session?
45 minutes of content + 15 minutes for Q&A. We respect your time and keep it focused.
Is this just a sales pitch?
No. This is a genuine educational session. We'll share our exact framework for protecting middle-class families. At the end, we'll mention our Family Legacy Protection Plan for those who want help implementing it — but there's zero pressure.
What do I need to bring or prepare?
Just show up with questions. If you want to take notes, have a pen ready. No homework required.
New York Elder Law Group
Protect Your Home & Life Savings from Probate, Guardianship Court, and Nursing Home Costs — Without Spending a Fortune on Complex Legal Plans
A free educational session for hardworking New York families who want to avoid probate, protect their assets, and prevent nightmare situations that could leave their loved ones scrambling in a crisis. Since 1997, we've been committed to educating families about the importance of proper planning.
In 45 minutes, you'll discover:
THE 3 HIDDEN TRAPS that wipe out middle-class savings
And how to avoid probate court, guardianship proceedings, and losing your home to long-term care costs
(even if you think you're "not wealthy enough" to worry)
THE EXACT 7-STEP CHECKLIST to protect your assets
Including which accounts to retitle, which beneficiaries to update, and the one document 90% of families forget
(that costs them thousands later)
WHY A SIMPLE WILL
IS NOT ENOUGH
And the little-known alternative that keeps your family out of court, preserves your privacy, and ensures your spouse can access your accounts without a lawyer
This session is perfect for you if:
THIS IS FOR YOU:
You're a New York homeowner with some savings and want to protect what you've built
You worry about what happens if you become incapacitated or pass away unexpectedly
You don't want your family stuck in probate court or fighting over unclear documents
You've been putting off estate planning because you think it's too expensive or complicated
You want to ensure your life's savings aren't drained by nursing home or long-term care costs
THIS IS NOT FOR
Ultra-wealthy families with complex offshore trusts (we specialize in middle-class protection)
People looking for a "do-it-yourself" template solution
Anyone who's already completed a comprehensive estate plan in the last 12 months
Meet Your Host
Lori Somekh
Founding Attorney, NY Elder Law Group
Somekh & Associates, PLLC
Since establishing NY Elder Law Group in 1997, Lori Somekh has helped hundreds of New York families protect their legacies through strategic estate planning and Medicaid asset protection.
With over 25 years of experience in elder law, she specializes in practical, affordable solutions for middle-class families who refuse to let their life's work be lost to probate, guardianship court, or nursing home costs.
Based in Garden City, NY
Served as Judicial Hearing Officer for the State of New York
Author of "A Guide to Medicaid Home Care in New York"
Executive Committee, Elder Law Section of the NYS Bar Association.
Frequently Asked Questions
Will there be a replay
Yes! All registrants receive a recording link within 24 hours. However, we encourage you to attend live so you can ask questions specific to your situation.
What if I can't attend live?
No problem — just register and we'll send you the replay. But the live session includes a Q&A where we answer your specific questions, so we recommend attending if possible.
Is it really free?
Completely free. No credit card required. This is an educational web class.
How long is the session?
45 minutes of content + 15 minutes for Q&A. We respect your time and keep it focused.
Is this just a sales pitch?
No. This is a genuine educational session. We'll share our exact framework for protecting middle-class families. At the end, we'll mention our Family Legacy Protection Plan for those who want help implementing it — but there's zero pressure.
What do I need to bring or prepare?
Just show up with questions. If you want to take notes, have a pen ready. No homework required.