by Gregg Garofalo | July 22, 2021
August is the start of a new school year. This is a time when many parents are getting ready to send their children off to college. During this hectic and emotionally tumultuous time, parents may be all-consumed with helping prepare their soon-to-be college student...
by Gregg Garofalo | April 28, 2020
A qualified estate planning team’s approach to counseling will be tailored to your specific needs. As your team works together to produce, tailor, or edit your estate plan, one key tool to consider is the niche trust. What is a trust? Usually when we speak about a...
by Gregg Garofalo | April 15, 2020
You have recently divorced your spouse and the judge has signed the divorce decree. Now what? You likely are sick of paying attorneys’ fees. But there is one last attorney you need to talk to: an estate planning attorney. Did you and your spouse have any estate...
by Gregg Garofalo | March 29, 2020
What does rental property have to do with your estate plan? Well, an estate plan should address all of your assets. And for most people, an estate plan includes three common categories: your home; financial accounts (checking and savings); and personal property. Other...
by Gregg Garofalo | March 25, 2020
The internet offers all the information and tools we need at our fingertips to create our own estate plan, right? For most people, this is simply not true. Several years ago, Consumer Reports®, an independent nonprofit consumer watchdog group, created wills using the...
