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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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
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Introducing Our New Book! 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
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2022 New Year’s Resolutions – Protect Your Family By Matthew A. Ferri, Esq. While the last year of our lives has been an eventful ride, the new year brings new possibilities. A great way to start the year off on a positive note
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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
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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.
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