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
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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
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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
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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
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By Matthew A. Ferri, Esq.   When it comes to our children, we all plan for their future. We consider school districts when buying a house, find activities that fit their interests, sacrifice weekends to take them to practice or events, save money for
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Legacy Planning By Matthew A. Ferri, Esq.   Legacy planning involves passing down values, wisdom, or experiences throughout your life. This is similar to estate planning, where it focuses on your assets, such as who inherits, when they inherit and how to best protect yourself
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RAINY DAY PLANNING – THINGS YOU PUT OFF – But Shouldn’t 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
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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
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Aging and Estate Planning By Matthew A. Ferri, Esq. Aging affects us all. Working proactively with estate planning professionals can be beneficial to the elderly community. A common response from clients is that they want to be in control. As you age various
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Estate Planning For Young Professionals By Matthew A. Ferri, Esq.  Why estate planning for young professionals? As we have been emphasizing for Estate Planning Awareness Week, estate plans can benefit everyone. For young professionals who either are just starting their professional career to
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