Michael C Giordano
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5 Elements of a Good Estate Plan

July 3, 2013 By Donna Ennis, Elder Law Assistant Leave a Comment

Many people believe that if they have a will, their estate planning is complete, but there is much more to a solid estate plan. A good plan should be designed to avoid probate, save on estate taxes, protect assets if you need to move into a nursing home, and appoint someone to act for you if you … [Read more...]

Filed Under: Decision Making and Legal Documents

Are You Financially Ready for Retirement? Plan Ahead

April 12, 2013 By Donna Ennis, Elder Law Assistant Leave a Comment

The assets in your qualified and non-qualified retirement plans will be included in your gross estate when you die. For those who have accumulated substantial assets in their retirement plans, the inclusion of these assets in their estates may cause a tax problem. So, you may have to pay a tax for … [Read more...]

Filed Under: Decision Making and Legal Documents, Elder Law

6 Bad Reasons to Put Off Making a Will

December 9, 2012 By Donna Ennis, Elder Law Assistant Leave a Comment

Did you know that, actually, making a will could ultimately be a calming experience? And, especially these days, who couldn't stand a little down time? Following are six reasons some people put off making a will. Have you found yourself thinking this way? If so, read on to discover how you can … [Read more...]

Filed Under: Decision Making and Legal Documents, Elder Law

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