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Monthly Archives: December 2016

Financial Planning: Smart Gift Giving For the Holiday Season

By Cavallo & Cavallo |

For most of us, the holidays provide time for festive get togethers with family and friends, and it is easy to go overboard when buying for everyone on your list. At this time of year, it is important to continue to protect your assets through sound financial planning, and overspending on items people really… Read More »

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Year End Steps To Protect Your Assets

By Cavallo & Cavallo |

Many of us are busy throughout the month of December with holiday planning and gift buying, as we look forward to spending time with family and friends. During all these activities and amidst the celebrations, it is easy to ignore practical matters that need attending to before the year is complete. Taking the time… Read More »

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Having ‘The Talk’ With Your Family Over Your Will and Estate Planning Documents

By Cavallo & Cavallo |

The holiday season is a time for many family members to reunite together, to share traditions and to talk about family memories. While most families are uncomfortable with discussing end-of-life plans, now may be the perfect time to have ‘the talk’. Discussing your will and other estate planning documents does not require somber surroundings… Read More »

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Dealing With A Problem Child In Your Estate Plan

By Cavallo & Cavallo |

As parents, we want the best for our children, and work hard to provide them what they need to be successful in life. Unfortunately, despite these best efforts, there are situations in which our children make poor choices or engage in dangerous behaviors that puts their own or other lives in jeopardy. These situations… Read More »

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