by Gregg Garofalo | February 3, 2020
Estate planning for your special needs child has unique requirements. It is critical that a family make suitable provisions for the future. Families should not wait until they, or their child’s siblings, may no longer be able to care for their special-needs...
by Gregg Garofalo | February 1, 2020
Estate Planning is often misunderstood. People often think it’s only for the really rich, the really old, or both. But the truth is Estate Planning is appropriate for all of us. Any of us could have a tragedy strike, even early in life. And it’s not just our death...
by Gregg Garofalo | January 18, 2020
Estate Planning is often misunderstood. Some people think it only involves preparing a simple Will. Some think it only involves preparing a Will or a trust. How hard could that be? But it entails so much more than that. It involves coordinating all the various aspects...
by Gregg Garofalo | January 15, 2020
Estate Planning considers many factors. But when most people think of it, they just think it answers the question of who gets what. Certainly, it should answer that question. But it is so much more. This is the first in a series of articles on the Questions of Estate...
by Gregg Garofalo | January 14, 2020
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective on January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. It will have a...
