Estate Planning

Home
Estate Planning

helping support elderly parent and your kids

ARE YOU SUPPORTING YOUR MILLENNIAL KIDS AND YOUR ELDERLY PARENTS

December 4, 2019

Kimberlie Fiero

A lot is being asked of middle-aged adults these days. Increasingly, people in their 20s…

KIMBERLIE FIERO TO PRESENT AT A SEMINAR ON ESTATE PLANNING, LIFE INSURANCE AND LONG-TERM CARE

November 20, 2019

Kimberlie Fiero

On Tuesday, December 3, Kimberlie A. Fiero will present a program at the Wall Township…

healthcare power of attorney - hospital room

Health Care Power of Attorney: Take Control When Things Get Out of Control

November 6, 2019

Timothy Rice

We all want control. With a healthcare power of attorney, you can maintain some control…

The ABLE Act: Achieving a Better Life Experience for your Disabled Family Member

November 1, 2019

Kimberlie Fiero

Are you worried about savings for someone in your family (or yourself) with a disability?…

Don’t Leave Your Pets Out of Your Estate Planning

October 9, 2019

Kimberlie Fiero

Having an animal companion is heartwarming, fun — and sometimes demanding. When we bring pets…

Might Co-Living be a Housing Solution for Isolated, Older Americans?

September 25, 2019

Timothy Rice

Older Americans have been living with others for as long as there have been older…

Finding someone’s date of death

August 26, 2019

Timothy Rice

Imagine your grandfather left a portion of his estate to his sister, but Great Aunt…

Charitable giving under the new tax law

August 23, 2019

Timothy Rice

The new tax law makes it harder to claim a tax deduction for charitable contributions.…

Plan to protect kids with special needs

August 20, 2019

Timothy Rice

Raising a child with special needs can be a rich experience. It’s also a costly…

Prenups as an estate planning tool

August 16, 2019

Timothy Rice

As more and more people marry more than once, prenuptial agreements have become an important…

Estate planning for taxpayers without kids

August 9, 2019

Timothy Rice

If you’re single with no kids, or married without kids, you have some unique estate…

Use caution when creating an IRA inheritance trust

July 26, 2019

Timothy Rice

When you hold an IRA, those funds can be distributed to the person you name…

Estate Planning

ARE YOU SUPPORTING YOUR MILLENNIAL KIDS AND YOUR ELDERLY PARENTS

KIMBERLIE FIERO TO PRESENT AT A SEMINAR ON ESTATE PLANNING, LIFE INSURANCE AND LONG-TERM CARE

Health Care Power of Attorney: Take Control When Things Get Out of Control

The ABLE Act: Achieving a Better Life Experience for your Disabled Family Member

Don’t Leave Your Pets Out of Your Estate Planning

Might Co-Living be a Housing Solution for Isolated, Older Americans?

Finding someone’s date of death

Charitable giving under the new tax law

Plan to protect kids with special needs

Prenups as an estate planning tool

Estate planning for taxpayers without kids

Use caution when creating an IRA inheritance trust

About Us

Our Services

Explore

Contact Us