A “Financial Love Letter”July 29, 2022Team TREELA father in his 70s gave his daughter a file he titled “financial love letter.”…Read More
Moving Out of State: Put Your Estate Plan on Your Packing ListMay 5, 2022Team TREELThe couch is too big for your new living room and that table lamp just…Read More
Different Types of TrustsOctober 5, 2021Timothy RiceThere are many, many different kinds of trusts available and choosing the right one can…Read More
Case Study: Unequal Inheritance Leads to Will DisputeSeptember 3, 2021Timothy RiceWhen Joseph* died at age 98, his Will left unequal inheritances to his four children.…Read More
KIMBERLIE FIERO TO PRESENT AT A SEMINAR ON ESTATE PLANNING, LIFE INSURANCE AND LONG-TERM CARENovember 20, 2019Kimberlie FieroOn Tuesday, December 3, Kimberlie A. Fiero will present a program at the Wall Township…Read More
The ABLE Act: Achieving a Better Life Experience for your Disabled Family MemberNovember 1, 2019Kimberlie FieroAre you worried about savings for someone in your family (or yourself) with a disability?…Read More
Don’t Leave Your Pets Out of Your Estate PlanningOctober 9, 2019Kimberlie FieroHaving an animal companion is heartwarming, fun — and sometimes demanding. When we bring pets…Read More
Finding someone’s date of deathAugust 26, 2019Timothy RiceImagine your grandfather left a portion of his estate to his sister, but Great Aunt…Read More