Latest articles by James J. Ferraro, JD
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In Estate Planning, Your Values Can Play a Key Role
Parents who want to maintain some control over an inheritance and promote their values after they’re gone can leave a portion, or all, of their estate in further trust.
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When Estate Planning, Don’t Let Mistakes Thwart Your Wishes
Should you work with an attorney to write your will, or can you do it yourself? That depends on a number of things, including where you live.
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Keeping Property in the Family with LLCs and Partnerships
estate planning Passing a farm, vacation home or other property down for generation after generation has its challenges. LLCs and partnerships can help.
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The Best Way to Protect a Parent from Scammers
Scams Adult children worried about their parents’ ability to spot and avoid fraud have several options to help protect them, including a durable power of attorney, a guardianship and a revocable trust. Which might be best for your family?
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How to Keep Your Estate Plan from Jeopardizing a Disabled Heir’s Benefits
estate planning Anyone with a child or grandchild with a disability needs to pull out their will and make sure the way it’s written doesn’t unintentionally keep someone they love from the benefits they need.
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Can Bitcoin Be a Prudent Investment for Trusts?
investing There has been increased interest from individual investors in Bitcoin and other cryptocurrencies. What about fiduciaries? Can trustees consider investing in Bitcoin or other cryptocurrencies — and should they?
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What Happens to Your Digital Assets When You Die?
estate planning Those special photos, memorable emails and your stash of cryptocurrency could be forever lost if you don’t have a plan for how to transfer them to your loved ones.
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Worried about Passing Down a Big IRA? Consider a CRT
estate planning Charitable remainder trusts give you more options and more control on how your heirs inherit now that the “stretch” IRA is a thing of the past.
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Don’t Let These Too Common Estate Planning Excuses Stand in Your Way
estate planning The top reasons why people don’t have an estate plan may sound pretty familiar to you. Here’s what they are, and what’s at stake.
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Guidance on Choosing the Right Trustee (or Trustees) for Your Estate
estate planning From a spouse or child to a bank or lawyer, you have several options to consider when selecting a trustee for your estate. To help make your decision, here are some questions to answer.
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