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Life Focus Planning
By Matthew A. Ferri, Esq. What do you need to know before finding an attorney for estate planning? We’ll cover the basics here. Estate planning secures your family’s future and ensures your wishes are met when you’re no longer able to make decisions for yourself. While many people think of estate planning in terms of wills […]
Life Focus Planning
By Matthew A. Ferri, Esq. Beneficiaries are individuals, organizations, or entities whom you designate to receive your assets or benefits upon your passing. They can include family members, friends, charities, or even trusts and business entities. Properly naming each beneficiary is essential in ensuring that your legacy is managed and distributed according to your preferences. In […]
Life Focus Planning
By Matthew A. Ferri, Esq. A will ensures your assets are distributed according to your wishes after you pass away. An often overlooked but critical decision is selecting the right Personal Representative. Your Personal Representative is responsible for administering your estate, handling financial matters, and ensuring your instructions are followed. In this article, we’ll explore the […]
Life Focus Planning
By Matthew A. Ferri, Esq. Estate planning is not only about distributing your assets at death. It also involves safeguarding your interests during your lifetime, particularly if unforeseen circumstances render you unable to make decisions on your own. A Power of Attorney (POA) grants someone you trust the authority to act on your behalf in various […]
Life Focus Planning
By Matthew A. Ferri, Esq. Estate planning is more than just determining how your assets will be distributed after you pass away. It’s also about ensuring that your values, goals, and legacy continue to thrive in the hands of the right successors. Selecting the right individuals to manage and inherit your estate is a critical aspect […]
Life Focus Planning
By Matthew A. Ferri, Esq. World Mental Health Day is a crucial reminder that our mental well-being deserves attention and care. While we often focus on self-care and seeking support for ourselves and loved ones, we may not immediately connect it to estate planning. However, your mental health and estate planning are closely intertwined. In this […]
Life Focus Planning
By Matthew A. Ferri, Esq. Estate planning is essential to financial management because it ensures your assets are distributed according to your wishes after you die. Avoiding probate is one common concern among individuals planning their estates. Probate is the legal process through which a court validates a will and oversees the distribution of assets to […]
Life Focus Planning
By Matthew A. Ferri, Esq. Estate planning is a crucial aspect of managing your financial and personal affairs, ensuring that your wishes are honored both during your lifetime and after your passing. While many people associate estate planning with end-of-life decisions, it’s equally essential to plan for the possibility of incapacity due to illness, injury, or […]
Life Focus Planning
By Matthew A. Ferri, Esq. Estate planning is a crucial financial step that often gets overlooked, especially by single individuals. Many mistakenly believe that estate planning is only for married couples or those with vast wealth. However, estate planning is essential for everyone, regardless of marital status or financial status. Single individuals, too, have assets and […]
Life Focus Planning
By Matthew A. Ferri, Esq. Estate planning is a critical process that ensures the smooth transfer of assets and property to your chosen beneficiaries after your passing. One vital aspect of estate planning is the proper titling of your deed. The way you hold title to your property can have significant implications for its management, transfer, […]
Life Focus Planning
By Matthew A. Ferri, Esq. Estate planning is not solely about distributing assets or designating beneficiaries; it’s a process that can profoundly impact family relationships and long-term harmony. Many families, unfortunately, experience family conflicts and tensions when it comes to settling an estate after a loved one’s passing. However, proactive and well-thought-out estate planning can play […]
Life Focus Planning
By Matthew A. Ferri, Esq. Estate planning isn’t just about distributing your assets and property after you pass away. It’s also an opportunity to ensure that your wishes are respected and carried out, even when it comes to your funeral and burial arrangements. By including your funeral and burial wishes in your estate plan, you can […]
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