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For those families with special needs child, a special needs estate plan can help provide a prosperous future for your child or grandchild.

Have you stopped to consider who will look after your beloved pets when you are not able to? Without a plan your animals could be sent to a shelter.

If you're among the minority of adults who have prepared an estate plan you may think you are settled, but you might want to think again.

Achieving business. wellness can go a long way toward improving your overall physical health. Financial health and personal health are strongly connected, and like physical wellness, financial wellness requires investment for the long term.  Learn more...

Ask a group of friends if they have experienced a family fight over property after a loved one has died, and you will be in for a lively and eye-opening conversation.

When forming your business, you took the time to decide the structure, such as a sole proprietorship partnership, limited liability company or a corporation. Business ownership interests are often an individual's most valuable asset. Like other assets, your business ownership should be carefully managed and protected.

If there is one thing the pandemic has taught us is that we need to plan for the unexpected. Planning for life's unexpected events, whether it's welcoming a new family member, coming into an inheritance, or dealing with an illness, is at the heart of what an estate plan does. 

A Trust is a formal relationship where you, the trust maker, name a trusted person, the trustee, to manage accounts and property for your benefits and the benefit of your …

What is a Trust? Read More »

Everyone who owns anything should have a will. A will puts you in charge of directing others to distribute your wealth according to your wishes upon your death. Without a will or other estate plan, you will have no control and the state’s rules determine who gets what after your death. For many reasons, the creation of a will is about passing your wealth to your loved ones after you pass. A will can put your wishes down on paper and direct a selected person to carry out your desires exactly as expressed.  Schedule a consultation with Attorney, Feliz Martone to learn more about how to get your own will or trust set up.

Now is the perfect time to start working on an estate plan—because, as newlyweds, you may not have a list of your accounts, but you've effectively just done a working inventory of your possessions—as you've figured out how to consolidate two households into one. You've already been working on the new banking and shared responsibility of bills and taxes and so forth. Use all that time and energy and work as a leapfrog into planning for your future—so you'll be that much more prepared for the house, the kids, and the next stages of your new life together.