The Annual Estate Planning Checkup
For those 50 and older, they understand the importance of an annual health care checkup, but what about an annual estate planning checkup?
For those 50 and older, they understand the importance of an annual health care checkup, but what about an annual estate planning checkup?
Watch “In The Legal Know” with Vincent J. Russo Vincent appeared on CFN Live on January 11th, 2024 to discuss“2024 New Year Resolutions” https://youtu.be/N3UQIbX2wGU Vincent J. Russo shares his Top Three New Year Resolutions for 2024, resolutions from preschoolers to…
It is that time of year for New Year Resolutions. A tradition in which people resolve to continue good practices, change an undesired trait or behavior, accomplish a personal goal or others improve their behavior.
Watch “In The Legal Know” with Vincent J. Russo Vincent appeared on CFN Live on December 20th, 2023 to discuss“Year End Charitable Giving: IRS Tips” https://youtu.be/-YLyiKnZyFg Vincent J. Russo discusses how to maximize gifts with IRA funds, what you need…
This originally aired on the Catholic Faith Network’s show CFN Live: https://youtu.be/-YLyiKnZyFg It is that time of year. There are just a few days left for charitable giving in 2023. Believe it or not, on December 16th, the IRS issued…
Watch “In The Legal Know” with Vincent J. Russo Vincent appeared on CFN Live on December 14th, 2023 to discuss“How can a Supplemental Needs Trust Protect Assets for a Child with Special Needs” https://youtu.be/lKcsEZXENoI Vincent J. Russo discusses Third-Party Supplemental…
This originally aired on the Catholic Faith Network’s show CFN Live: https://youtu.be/lKcsEZXENoI What should parents of a child with special needs be thinking about when it comes to their estate plan? The number one concern of all parents is making…
Watch “In The Legal Know” with Vincent J. Russo Vincent appeared on CFN Live on December 4th, 2023 to discuss“Revocable Living Trusts - Pros and Cons” https://youtu.be/ruO7TWFOXAY Vincent J. Russo discusses Revocable Living Trusts, the benefits in one’s Estate Plan,…
This originally aired on the Catholic Faith Network’s show CFN Live: https://youtu.be/ruO7TWFOXAY What is a Revocable Living Trust? A living trust is an agreement which allows you to place your assets into a trust but still use them during your…
Watch “In The Legal Know” with Vincent J. Russo Vincent appeared on CFN Live on November 28th, 2023 to discuss“Gift Taxes and Annual Exclusion Gifts” https://youtu.be/wZCIKdtScEo Vincent J. Russo discusses the gift tax laws and what you need to know,…