Category: Trust Funding

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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, […]
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 […]
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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