On behalf of Macri & Associates, LLC | Oct 19, 2020 | Estate Planning
When you’re thinking ahead about how to transfer your assets to your heirs after you are gone, you may have already considered using “payable-on-death” designations on your bank accounts. Once you die, those funds will automatically become the property of whomever you...
On behalf of Macri & Associates, LLC | Sep 21, 2020 | Estate Planning
One of the reasons that people try to preserve their wealth during their life is so that they have the opportunity to leave behind a legacy for the people they love. An estate plan helps people set aside assets for specific people or even charitable causes. Major...
On behalf of Macri & Associates, LLC | Aug 16, 2020 | Estate Planning
More people than ever are entering retirement age. These citizens have worked their entire lives to earn this rest, funding their twilight years with purposeful estate planning and a lucrative retirement fund. These matriarchs and patriarchs often have large families...
On behalf of Macri & Associates, LLC | Aug 14, 2020 | Estate Planning
Many people assume that estate planning starts and stops with the creation of a last will and testament. While wills are essential documents for distributing your wealth and possessions after your death and naming guardians for minor children, successful estate plans...
On behalf of Macri & Associates, LLC | Aug 13, 2020 | Disability And Long-Term Care Planning, Estate Planning, Medicaid Planning And Asset Protection
As you get older, the property you own becomes more important. You may have built up years of memories in your family home. You may have raised your children there or spent time reading to your grandchildren. Preparing for Medicaid may leave you with an important...
On behalf of Macri & Associates, LLC | May 17, 2020 | Estate Planning
It’s not easy if your dad has dementia. Seeing the person you looked up to lose their mental capacities can be hard to take. Estate planning becomes more urgent than ever if your father starts to suffer from dementia. If he does not already have an estate plan in...
On behalf of Macri & Associates, LLC | Apr 21, 2020 | Estate Planning
Given that Medicaid and Medicare offer similar but not overlapping health care insurance benefits and that they have similar names, many people wind up confused about the differences between these two valuable programs. They are, however, completely different programs...
On behalf of Macri & Associates, LLC | Apr 6, 2020 | Estate Planning
Many people do not own any assets that are more valuable than their homes. This is true in a financial sense and a sentimental sense. The family home is where you made memories over the years, and that matters to both you and your children. As you do your estate...
On behalf of Macri & Associates, LLC | Mar 2, 2020 | Estate Planning
At the start of 2020, the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect. While there are a lot of different aspects to the SECURE Act, one thing is for certain: Everyone who has an IRA (or similar retirement plan) should probably...
On behalf of Macri & Associates, LLC | Mar 2, 2020 | Estate Planning
At the start of 2020, the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect. While there are a lot of different aspects to the SECURE Act, one thing is for certain: Everyone who has an IRA (or similar retirement plan) should probably...
