Tag: Estate Planning

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As caregivers, we are entrusted not only with the physical and emotional well-being of our loved ones but also with preserving their legacies and honoring their wishes for the future. Legacy planning goes beyond financial considerations; it encompasses the preservation of memories, values, and family history for generations to come. In this blog, we delve […]
Every four years, we’re gifted an extra day – the 29th of February. While it may seem like just another day, this extra day can serve as a unique and opportune moment to embark on essential endeavors. One such significant undertaking is initiating the estate planning process. In this blog, we’ll explore why the leap […]
Life is unpredictable, and while we often plan for the future, one aspect that many individuals overlook is planning for potential incapacity due to illness or injury. Healthcare Directives play a crucial role in ensuring that your medical preferences are respected when you are unable to communicate them yourself. In this blog, we will explore […]
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. 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 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. 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. 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 college and try to instill in them different skills and values that will […]
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 and your family. Legacy planning, on the other hand, focuses on the […]
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 […]
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