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Basic Estate Planning

With Steven Malach, Partner and Attorney, Lipson|Neilson

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Steve Malach, Partner and Attorney at Lipson|Neilson, discusses the specifics of wills, trusts, medical and financial power of attorney, guardianships and conservatorships, and the unavoidable...

What Is Retirement?

With Dr. Morley Glicken, Executive Director of The Institute for Personal Growth

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Are you ready for retirement, and have you planned accordingly? The importance of financial and mental preparedness before retirement is crucial, according to Dr. Morley Glicken, the Executive...
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Aging Immigrants, Citizenship, & Travel

Aging Immigrants, Citizenship, & Travel

With Scott Cooper, Senior Counsel, Practice Leader at Fragomen

Thinking of traveling the world (post-Covid)? Becoming an ex-pat? Sponsoring family members from abroad to become U.S. citizens? There’s a lot to consider. Scott Cooper, Senior Counsel, Practice Leader at Fragomen, specializes in U.S. immigration compliance, transactions and issues facing individuals and companies around the globe. Scott discusses green cards, visas, the citizenship test, family visits, tax and financial realities of sponsorships, foreign national taxation, and the hurdles of immigrants and families gaining citizenship.

Scott also provides advice and tidbits to those considering traveling and living abroad, when the time comes. And, for a moment, his cat Oliver joins the discussion.


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