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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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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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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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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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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Why Estate Planning truly says "I love you"
During this time of commercialism, chocolate hearts and mushy cards (eye-roll) there are actually many ways to meaningfully say “I love...
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Is your Kid 18 and Going Away To College? Why You Should Include Estate Planning in Preparation
This is the time of year for High school senior to be on pins and needles waiting for those letters. And as a parent, you are both proud...
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A plan to care for Mom
Caregiving can be very stressful and demanding. In the case of a healthy spouse or a child living with the disabled person at home,...
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Plan for long term care before you need it
Long Term Care Planning is the process of preparing for and funding long term care. Long Term Care refers to a wide-range of medical,...
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