Category: Marketing


We would like to wrap up our season of gratitude by saying thank you. A big thank you to our clients for entrusting us with something as important as your estate plan. We are grateful for the opportunity to help you and your families plan for the future and protect what is important to you. […]
Today, we are celebrating 10 years, yes 10 years in business! Just as in the beginning, we are excited to continue helping small businesses and families with their planning and achieving their goals. We are thankful for all of our clients and friends we have made along the way. We appreciate the ability to give and […]
Using Joint Accounts By Matthew A. Ferri, Esq. Do you own joint accounts or property as joint tenants? Have you considered the planning pitfalls of this way of owning property? Ownership as joint tenants (which includes joint bank accounts) is so pervasive in our society that we never look at its downsides. What Is Joint Tenancy? […]
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