A REALLY silver lining for all IRA owners in Coronavirus Relief bill
In an effort to alleviate financial burdens for seniors and those directly impacted by the worldwide pandemic of 2020, Congress passed...
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Planning during an unexpected Pandemic
“Protect those you love” is our moto at Treveri Law, PC. What does this mean? It means that with life’s unexpected moments, we need to...
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A love letter to those you love ...
February 14th every year is a day set aside for telling that special someone that you love them. The holiday has Roman origins which...
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Will technology change how you save your digital assets?
When I was growing up, one of our favorite things to do as a family was to set up the TV dinner tables, the slide projector and pile onto...
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Why live eyeballs are better ...
According to an article published on the Live Science.com[1], last March, two detectives went to a funeral home and asked to see a body....
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When Did You Last Update Your Critical Beneficiary Designations?
It’s important to review the beneficiary designations on accounts like life insurance, IRAs and pensions. There have been many cases of...
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Don't miss the rush to the Marriage-Exit Door!
Under the 2018 Tax Cuts and Jobs Act (TCJA), any divorce finalized after January 1, 2019 will not allow for the deduction of spousal...
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Will your kids, your spouse or your ex get your money? Its all up to you …..
Although not part of the ‘direct estate,’ beneficiary designations are an important part of a person’s overall estate. So when changes...
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Beneficiary designation basics
He left all his money to her?!?! Building assets for retirement may seem like challenge enough, but designating beneficiaries to inherit...
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Do this when done with your Ex....
When is the last time you updated your beneficiary designations? It's truly amazing the amount of people who have prior spouses or...
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A simple checklist to help aging parents
Does your retirement plan include your parents? It probably should. Chances are good that they are counting on you to handle their...
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Can an adult child be liable for their parent's medical bills?
Although a nursing home cannot require a child to be personally liable for their parent's nursing home bill, there are circumstances in...
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Becoming a parent to your parents
The parent-child relationship is pretty defined. Children generally don’t advise their parents. However, this dynamic can shift as...
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Why you need to change your plan as your life changes
The incapacity plan you create when you graduate college will probably be different than the one you create after you get married, have a...
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Incapacity Planning: what you need to know
The idea that you might one day lose your mental faculties and be unable to make choices is not pleasant, but ignoring it doesn’t make it...
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Collaboration and Mediation – two skills clients need to demand from Estate Planners
“My kid is going to be a lawyer. He’s really good at arguing ‘til the cows come home!” And unfortunately in a world of increased...
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13 reasons why… People Procrastinate and Don’t Do Their Estate Planning
There are a number of conversations that are inherently difficult – that first romantic breakup as a teenager, having the birds-and-bees...
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Congratulations on your new Grad - what you need to know as a parent
The long and the short of it is: Your child is considered an adult for all legal purposes including making medical, financial and...
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Older new parents require more planning
With the new Duchess of Sussex already 36 years of age on her wedding day, the frequency of older parents is becoming the norm, driven in...
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Sibling Rivalry, the death of a Parent and being a Parent - TODAY
“Mom always liked you best ...” This line from the Smothers Brothers Comedy Show made people laugh. And there is a good reason why — most...
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