Category: Wills and Trusts


Unequal Inheritance By Matthew A. Ferri, Esq. When can an unequal inheritance be fair? When choosing how to divide up your estate, a seemingly simple choice may be to distribute your children’s inheritances evenly. But what happens when life hits your family unexpectedly? You may wish to give one child a larger inheritance than others, or […]
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 […]
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 retirement planning must be coordinated together. As you prepare for retirement, or if […]
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 to bookstores to purchase every book in the series. Even requiring me to build more bookshelves! It’s easy […]
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 a topic like estate planning isn’t high on the list for the soon-to-be […]
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?  Making sure we and our loved ones have a plan in place before something happens is […]
Estate Planning for Pets – Yes, Its A Real Thing By Matthew A. Ferri, Esq. Consider estate planning for your pets on April 11th, National Pet Day. The animals in our lives are often considered to be part of our families. They provide companionship and comfort. They have their own unique likes, dislikes and traits. And […]
Happy Groundhog’s Day! When you think of Groundhog’s Day you may think of Punxsutawney Phil who checks for his shadow each year to forecast changes of the season. Or you may think of Bill Murray reliving the same day over and over. For some of us, there may be moments in our lives where we […]
As we ring in a new year it is a common time to take stock on what was accomplished over the previous year. Looking back at 2020, it is definitely a year to focus on your “wins” and what you were able to make happen. Maybe you picked up new hobbies, learned new skills, or […]
We’d like to end this week by discussing some of the common reasons individuals have not created a plan. “I don’t have the time.” We commonly hear this in our office. Individuals are interested in estate planning or it is something they have been trying to get to for a while but keep putting off […]
Proper funding is an essential step in the estate planning process. Funding is designating beneficiaries on your accounts and policies, as well as transferring assets into the name of your trust. Making sure you have your funding complete means your estate plan will work how you intend it to.  Naming beneficiaries on your account can […]
By Matthew A. Ferri, Esq. You might not think you need to update your estate plan. If you read our last post on the different things that can go into an estate plan, you may have thought to yourself, “I had a basic will and powers of attorney drawn up years ago, I’m all covered” and […]
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