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Designing Your Will and Estate Plan

By James S. Rizzo, Esq.* “If you think good design is expensive, you should look at the cost of bad design.” – Ralf Speth When completing a Will, it is imperative to craft or “design” it to meet your goals and keep your legacy intact. The following is a list of basic design elements to…

Blended Families and Your Estate Plan

By James S. Rizzo, Esq.* “Marcia, Marcia, Marcia!” – The Brady Bunch (1969-1974) Anyone who ever grew up with or saw The Brady Bunch will recall the trials and tribulations of America’s most famous blended family. What seemed like a rather novel concept in the 1970s is of course commonplace today. According to a recent…

5 Reasons To Keep Your Beneficiaries Up to Date

By James S. Rizzo, Esq.* “What’s in a name?” – William Shakespeare To answer Shakespeare, “Everything!” Many people may not associate naming beneficiaries on insurance and financial documents as “estate planning” because it usually does not involve a visit with an attorney. However, what is normally the easiest form of estate planning is often neglected…

2021 Update: “Basics” of Medicaid and Nursing Homes

By James S. Rizzo, Esq.* “Out of intense complexities, intense simplicities emerge.” – Winston Churchill There is very little “basic” about Medicaid. When faced with a life altering long term nursing home stay, it is important to consult a professional to review your family’s assets and income and to determine the best option, if any,…

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