When to Start Estate Planning How to Discuss Estate Planning with Your Parents Today, we’re diving into a topic that is absolutely crucial: when to start estate planning for your parents. As they elegantly navigate their golden years, ensuring their peace of mind and yours too, becomes a top priority. Whether they raised you the...Read More
April 2025 Newsletter We Never Wanted To Break Up With You… It’s almost the end of the first quarter of 2025. We’ve talked about our goals and resolutions for the year in earlier newsletters. Hopefully you are doing well with yours. I feel like I am doing reasonably well with mine and ours as a...Read More
Why Do People Avoid Estate Planning? Four Estate Planning Myths Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate planning. The Caring.com survey revealed that only 32% of Americans have a will – a 6% decline from 2023. The Ameriprise survey found that 52% of...Read More
Is It a Good Idea to Make a Will Online? A last will and testament is the most commonly thought-of document when it comes to an estate plan. But really it is only a part of an integrated plan that ensures your family stays out of probate and out of conflict, when something happens to...Read More
HOW TO PROTECT YOUR LOVED ONES 5 Important Steps to Protect Your Family You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? We hear it all of the time from our clients and our own families. Gently reminding them about creating a...Read More
Birthdays, Celebrations & Time to Reflect March 4, 2025 We are coming to the end of the birthday bonanza at Tritch Buonocore Law. I have always found it interesting how birthdays cluster together in families and our firm is no exception. There is a view in numerology, astrology and psychology that the day and time...Read More
What To Do When Disaster Strikes No one likes to think about disasters, but when it happens, time is your most precious resource. Whether it’s a wildfire, hurricane, or flood, being ready to act can make all the difference for you and your loved ones. Having a clear plan helps you stay calm and focused...Read More
How Would You Know If Someone Left You Money in Their Will? On February 1st, National Unclaimed Property Day serves as a stark reminder of the approximately $60 billion in forgotten and abandoned assets currently held by state governments across the United States. These assets extend far beyond mere unclaimed funds, encompassing life insurance policies,...Read More
Common Estate Planning Questions Part 2: Understanding Wills vs. Trusts Let’s talk about something most people love to avoid – planning for when we’re not around anymore. We know – it’s not exactly happy hour conversation. But here’s the fact: taking care of this now could save your family from a mountain of headaches later....Read More
Common Estate Planning Questions Part 1: How to Protect My Assets From Being Seized Regarding estate planning, we get many questions about many topics that may be hard to talk about. One of the most common questions concerns account ownership and asset management. Understanding how accounts are titled and who can access them isn’t just...Read More
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