Category: Estate Plan Funding

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Ensuring Your Legacy: The Importance of Beneficiary Designations in Estate Planning By Matthew A. Ferri, Esq. Estate planning is a critical aspect of financial management that allows individuals to ensure the smooth transition of their assets, values, and legacies to their loved ones after their passing. While many people associate estate planning with wills and trusts, […]
By Matthew A. Ferri, Esq. Creating an estate plan is a crucial step in ensuring your assets are protected and your wishes are honored after you are gone. However, simply drafting an estate plan is not a one-and-done task. Life is dynamic, and circumstances change over time, making it essential for regular estate plan updates to […]
Estate Planning for Blended Families By Matthew A. Ferri, Esq. A blended family could impact your life in a lot of ways, in particular it can affect how you approach your estate plan. There can be many people to take into consideration when estate planning for blended families. It is important to acknowledge each person, so […]
By Matthew A. Ferri, Esq. Without proper funding, your estate plan won’t work. Why is that? Estate Plan Funding is the process of retitling your assets or updating your named beneficiaries to achieve your intended result. If you have a living trust, that could mean you and your loved ones experience less burdens, your assets are […]
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