Estate Planning

Many people are more concerned about preserving their wealth for the next generation than they are about their own well-being or bucket list. 

Last month, several tax legislation changes were proposed that could have a significant impact on income tax and estate planning. If enacted, some of these

I’ve heard you say this before, “I want to spend all of my money so that my children inherit nothing”. In reality, this doesn’t happen too often, and you’re

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

Whenever the purse of any lottery game gets large, more tickets get sold. Most people realize that your odds of winning are no greater with one ticket or 20

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

When it comes to implementing an estate plan, the word irrevocable is a common part of the discussion. While it

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

 

For many, updating their estate plan is one of the last things on their mind. Yet when a friend passes

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

 

I’ve heard you say this before, “I want to spend all of my money so that my children inherit nothing”. In

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

When most folks think about their estate plan, little attention is paid to the personal property in your estate

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

Family and money are not the easiest conversations to have – especially when gathering for a family occasion or