Estate Planning for Snowbirds
Tired of those long, cold winters? Not interested in crazy hot and humid summers? Living in the north for the summer and south for the winter is a growing trend among retirees these days. You get the best of both…
Medicaid Planning Process For Eligibility
Do you or your loved one need immediate assistance with care? The cost of continuous long-term care can be financially devastating to families. The good news is… you have options with the right Medicaid planning process for eligibility. Medicaid provides…
What are the Responsibilities of an Executor?
Although the time and effort involved will vary with the size of the estate and the family dynamic, being named the executor of a deceased individual’s estate is a thankless job that can be time-consuming and complicated. An executor is…
What Should You Include in an Estate Plan?
What exactly should you include in your estate plan? Every estate plan (whether simple or complex) should start with a Durable General Power of Attorney. This document allows you to name agents to handle your financial and legal matters whose…
Charitable Giving Tips
The holiday season is a busy time of year for charitable organizations to solicit support. As long as there are individuals in need or causes to support, there will be charities that are worthy of that support. But before you…
Guardianships for Minors | 8 Things to Consider
Whether or not you have an estate plan in place, if you have underage children, you must take action to plan for their care in the unfortunate event you are no longer able to. This means considering guardianships for minors…
5 Estate Planning Tips for LGBT Individuals
Although each individual or family engaging in estate planning is unique, most have common concerns: living out the remainder of their lives with dignity and making sure their families are provided for after they are gone. However, if an individual…
Special Needs and Disability Checklist
Caring for the everyday needs of a Special Needs person can be challenging. Are they receiving all of the benefits they are entitled to? Who will render care to them if you are no longer able to? Creating a plan…
What is a Pooled Trust?
A pooled trust is established and managed by a not-for-profit organization along with a trust company acting as trustee. It permits individuals to protect their eligibility for public financial assistance, such as Community Medicaid (Home Care) and Supplemental Security Income…
Team Russo’s Annual Breast Cancer Fundraiser
On October 17, 2021, Team Russo participated in the American Cancer Society’s Making Strides for Breast Cancer Walk. For this 28th Annual walk, we were back in person with close to 7,000 Participants and 1,017 Registered Teams! Overall, a total…