Tag: Living Trusts

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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. 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 […]
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 […]
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 factors can threaten your ability to maintain control. However, our planning focuses on […]
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 those who haven’t yet reached retirement, having a plan in place can offer […]
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