Category Archives: Estate Planning

Estate planning for minor children is critical for young families.  However, must people don’t know where to start to ensure that their family is protected.  There are four major issues that need to be addressed: 1.) select a guardian, 2.) select a trustee to manage the child’s inheritance, 3.) design the child’s trust, 4.) ensureContinue reading “Estate Planning with Minor Children”

Anita D’Amico March 27, 2020 During this difficult time, our firm has had several inquiries from new clients seeking to get their estate plans in order as well as calls from some of our current clients requesting a review of their estate planning documents in order to assure the documents are still appropriate. If you have been putting off making or revisiting your estate plan, and now find timeContinue reading “Estate Planning“

Estate Planning and the 2018 Tax Laws Anita D’Amico November 13, 2018 As the saying goes, there are two guarantees in life, taxes and death.  Many people take advantage of estate planning techniques in order to maximize the amount of their estates that will pass to their beneficiaries (recipients) upon their death while also minimizingContinue reading “Taxes, Estate Planning“