View Post

Do I Really Need A Will ?

In Assets, Estate Planning, Family Law, Finances, medicare, SSI by John Tramontozzi

  Do I Really Need a Will? (and for that matter why have an attorney make one?) Many people and families engage in careful estate planning; however there also are a good number of people who choose, either purposely or inadvertently, to make no financial or legal arrangements for their property following their deaths. Sometimes individuals do not want to …

View Post

Three Reasons to Name Your Trust as your Beneficiary

In medicare, Probate, SSI by John Tramontozzi

Establishing and maintaining a trust is a deliberate process. Generally those who do so, are planning ahead not just for themselves, but looking to protect the future or legacy of those close to them as well. An essential part of establishing a trust is funding, this is the process by which your assets are moved into the trust. Some of …