THIS EVENT IS SOLD OUT! Join Marie Elena Puma and Deanna M. Eble for their seminar on “Estate Planning: Protect Yourself and Your Family” at E Gustoso in Nesconset. This in-person event will include a complimentary lunch with an array of pizzas,…
The federal estate tax exemption allowance is at risk of being reduced in four years, so it may be time to rethink how you plan to pass generational wealth to your heirs. The current federal estate tax exemption is $12.06 million…
SOLD OUT DUE TO POPULAR DEMAND! CLICK HERE to register for our in-person seminar on Thursday, July 27th Join Kim N. Christian and Deanna M. Eble for their seminar on “Estate Planning: Protect You and Your Family” at Borelli’s Restaurant…
Saving up for that perfect summer vacation? Kids still in school for another couple of weeks? On a budget, but have severe wanderlust? Well then, it's the perfect time to enjoy a staycation! A staycation is when you take a…
A person's will outlines who will inherit their property upon their death and who will handle the estate settlement (an executor or personal representative). For many reasons, beneficiaries can feel slighted by what they did or did not receive, especially…
A living will is used to specify the treatment you wish to receive when it comes to end of life decisions. It is often accompanied by a health care proxy, which allows someone of your choosing to make treatment decisions…
SOLD OUT DUE TO POPULAR DEMAND! CLICK HERE to register for our in-person seminar on Thursday, June 27th Join Kim N. Christian and Deanna M. Eble for their seminar on “Estate Planning: Protect You and Your Family” at Borelli’s Restaurant…
As your parents age, it’s important for you to become familiarized with your parents’ finances and obligations so you are in the best position to assist them, should it become necessary. This topic may be difficult to bring up, therefore…
People have a tendency to always want to be self-sufficient. They also tend to avoid thinking of a time where they may no longer are able to be. If there is anything the recent COVID-19 pandemic has taught us, it…
Many times, when a parent passes away, family members argue over their favorite items. Conflict can take place over things like a coffee mug, a piece of jewelry, or a painting. These types of arguments can be eliminated by filling…