Tag: Retirement and Estate Planning

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, […]

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 […]