When I meet with clients to talk about their estate plans, the conversation often turns to family. For many grandparents, their greatest joy is seeing their grandchildren thrive. And for some, that means making sure education is part of their legacy.
One of the most common estate planning mistakes isn’t about missing paperwork… it’s about missing conversations.
Recently, I had the privilege of helping a gracious elderly woman with her legal needs, alongside her equally kind daughter, who accompanied her every step of the way.
Jean and Robert came to me with honest questions and a little uncertainty. They sought genuine answers tailored to their lives, rather than one-size-fits-all advice.
Recently, I received a call from Clarice about a matter that was both urgent and deeply personal. Her family wanted to finalize an adult adoption so her elderly grandfather could legally adopt his stepdaughter.
Meeting Michael Calogero for the first time isn’t as simple as meeting a man – you also meet his family.
My office remains committed to providing personal service and prompt attention to your needs. Here are a few ways I continue to serve clients with efficiency and care.
Sometimes, clients want to leave gifts for what I call their ‘super-extended family’ – their community. This could come in the form of a charitable donation to a church, beloved charity, or organization.
Are you getting close to retirement? Are you just creating your young family? Are you a young professional just starting out? Are you a person with loved ones? If you answered yes to any of the questions, estate planning, especially drafting a last will and testament, should be a priority for your future.
In Estate Planning, families are at the center of everything. But when a family member’s better judgment is clouded by vices – specifically drug or alcohol addiction – the task of managing an estate can become fraught with conflict.
