When Should You Notify the Beneficiary? No matter what it is that you are thinking of giving, it makes a lot of sense to be in touch with the organization when giving a major gift. For starters: the organizations like to know that they have a gift coming! While this...
Protect Yourself And Your Family
Year: 2022
What is the difference between revocable and irrevocable trusts?
Trusts are a useful and common form of estate planning, and they come in multiple forms. How do you know which one is right for you? Consider the differences between revocable and irrevocable trust. Definition of a trust A trust is a legal document similar to a will...
How to Make Charitable Giving Part of Your Estate Plan: Part 1
How to Include a Charity in Your Estate There are actually a number of different ways in this can be achieved however, the most basic option for a will or a trust is to simply designate a portion of your estate to a particular charity. This can be done in the form of...
How can you choose an executor that benefits you?
When you think about where you want your assets to go after you die, you may also worry about choosing someone to talk to your beneficiaries and pay creditors. Part of crafting an estate plan is picking someone you trust to handle these important tasks. Think about...
3 reasons to disinherit a child
Most people in Manchester who are working out their estate plan divide their estate evenly between their children. But you are not required to give your heirs equal portions of your wealth. Many people have reasons to leave less to one of their children -- or to...
In Case You Missed It: A Discussion with Sarah Ambrogi about Estate Planning, Trusts, and Leaving a Legacy for Your Heirs – Part 3
Our very own Sarah S. Ambrogi, Esq. recently had the honor of being featured as a keynote speaker at this year’s Silver Linings Senior Healthy Living Expo at Manchester Community College. We sat down with Sarah to discuss some of the most important points from...
Is it possible to legally hide assets from Medicaid?
Long-term care is a reality for most Americans, yet this care is notoriously expensive. Medicaid is an option for supplementing the cost of this care, but there are some restrictions to this funding. Paying for long-term care out of pocket is a frightening thought,...
In Case You Missed It: A Discussion with Sarah Ambrogi about Estate Planning, Trusts, and Leaving a Legacy for Your Heirs – Part 2
Our very own Sarah S. Ambrogi, Esq. recently had the honor of being featured as a keynote speaker at this year’s Silver Linings Senior Healthy Living Expo at Manchester Community College. We sat down with Sarah to discuss some of the most important points from her...
In Case You Missed It: A Discussion with Sarah Ambrogi about Estate Planning, Trusts, and Leaving a Legacy for Your Heirs – Part 1
Our very own Sarah S. Ambrogi, Esq. recently had the honor of being featured as a keynote speaker at this year’s Silver Linings Senior Healthy Living Expo at Manchester Community College. We sat down with Sarah to discuss some of the most important points from her...
Digital assets and estate planning
Computers and the internet have simplified life in many ways. Daily activities, from paying your bills to catching up with old friends, are easily accessible from the comfort of your home. However, modern technology has also created some new concerns when it comes to...