Category: Wills and Trusts
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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, […]
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 […]
By Matthew A. Ferri, Esq. Medicaid planning is a critical financial strategy for individuals and families seeking to secure long-term healthcare coverage while protecting their assets. Whether you’re approaching retirement or assisting a loved one in their senior years, understanding the fundamentals of Medicaid planning can make a significant difference in navigating the complex world […]
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. Rainy days are nice to catch up on things you put off, or to enjoy doing absolutely nothing. They can be great days to relax and refresh. gather all the miscellaneous tasks you never seem to get to. Don’t Put Off Planning For The Future There are some tasks that should […]