By Matthew A. Ferri, Esq. Without proper funding, your estate plan won’t work. Why is that? Estate Plan Funding is retitling your assets or updating your named beneficiaries to achieve your intended result. If you have a living trust, that could mean you
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Healthcare Documents and Powers on World Health Day! By Matthew A. Ferri, Esq. Happy World Health Day, a day where we celebrate the founding of the World Health Organization and raise global health awareness. LifeFocus Planning recognizes the importance of creating an estate
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Aging and Estate Planning By Matthew A. Ferri, Esq. Aging affects us all. Working proactively with estate planning professionals can be beneficial to the elderly community. A common response from clients is that they want to be in control. As you age various
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Estate Planning For Young Professionals By Matthew A. Ferri, Esq. Why estate planning for young professionals? As we have been emphasizing for Estate Planning Awareness Week, estate plans can benefit everyone. For young professionals who either are just starting their professional career to
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Estate Planning and Retirement Planning By Matthew A. Ferri, Esq. Estate planning and retirement planning are often thought of as independent tasks. However, estate planning and retirement planning are intricately linked together. In order to work as you intend, your estate planning and
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Introducing Our New Book! There are many reasons to read a book; to learn something new, for relaxation, or to be entertained by a good story. In our house, reading has become a family activity with nighttime stories and multiple trips
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2022 New Year’s Resolutions – Protect Your Family By Matthew A. Ferri, Esq. While the last year of our lives has been an eventful ride, the new year brings new possibilities. A great way to start the year off on a positive note
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Marriage and Estate Planning By Matthew A. Ferri, Esq. June is popular for weddings, which is appropriate as the month is named after Juno, the goddess of marriage, family, and home. And, with all that goes into planning a wedding it’s not surprising
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Whether you get together with your dad in person, virtually, or catch up with him over the phone, part of your conversation can be centered around making sure he is protected. Checking on whether dad has an estate plan or if his
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Happy Mother’s Day! Throughout our lives we may look to our moms as caregivers and support systems, someone we can turn to even when we ourselves are adults. But who takes care of mom when she can no longer care for herself?
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