Estate Planning

By: John P. Napolitano, CFP®, CPA, PFS, MST

There is a saying about the only two things that are certain in life are death and taxes. That may be true, but for people with any assets, there is a third to be concerned about. That third issue is the resolution of the estate of the decedent.

By: John P. Napolitano, CFP®, CPA, PFS, MST, RLP®

By: John P. Napolitano, CFP®, CPA, PFS, MST, RLP®

By: John P. Napolitano, CFP®, CPA, PFS, MST, RLP®

By: John P. Napolitano, CFP®, CPA, PFS, MST, RLP®

By: John P. Napolitano, CFP®, CPA, PFS, MST, RLP®

By: John P. Napolitano, CFP®, CPA, PFS, MST, RLP®

By: John P. Napolitano, CFP®, CPA, PFS, MST, RLP®

By: John P. Napolitano, CFP®, CPA, PFS, MST, RLP®

Many people are more concerned about preserving their wealth for the next generation than they are about their own well-being or bucket list.  Hat’s off to you paternalistic savers – your next generation would thank you if they only knew how you really feel.

By: John P. Napolitano, CFP®, CPA, PFS, MST, RLP®