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Estate Planning and Financial Management Resources

Here is a listing of a few websites to assist you in estate planning and financial management:


Tools, articles and videos to help plan and make decisions about retirement finances that meet a family’s personal circumstances. Also, AARP’s Retirement Calculator can help determine if a person is on track with savings strategies for retirement (



A free online service provided by the nonprofit National Council on Aging, designed to help people over 55 search through more than 2,000 federal, state and private benefits programs to help pay for prescription drugs, health care, food and other basic needs. The service asks a series of questions to identify specific programs and benefits that could save money and cover the costs of everyday expenses. After answering the questions, a participant gets a customized report describing the programs that may provide assistance.

Senior discounts

An online directory of more than 250,000 businesses nationwide that offer discounts to people 50 years of age and older.  The listing is searchable by ZIP code and include the contact information, a newsletter, discount offers and other information necessary to receive each discount.

Family & Children’s Association (Nassau County)

This social services agency offers financial counseling programs to help resolve debt and mortgage crises; HIICAP (Health Insurance Information, Counseling & Assistance Program) for issues concerning Medicare and other health care options; and bill payer assistance, including budget and financial organizing; managing consumer debt; CHEC, which provides reverse mortgages; and completion of tax forms.

Family Service League (Suffolk County)


This agency offers financial literacy and counseling for individuals and families who are struggling with financial indebtedness.

Women’s Institute for a Secure Retirement (WISER)
Financial Steps for Caregivers: What You Need to Know About Money and Retirement is designed to help you identify financial decisions you may face as a caregiver. The decision to become a caregiver can affect both your short-term and long-term financial security, including your own retirement.