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Monthly Archives: September 2018

Wills2

Four Ways a Trust Can Benefit You and Your Loved One

By Cavallo & Cavallo |

A trust is a legal arrangement in which your assets are held by a third party (your trustee) for the benefit of future beneficiaries. A revocable, living trust gives you the power to change these arrangements as you wish or as your circumstances require. While there is a commonly held misconception that trusts are… Read More »

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Adoption2

Six Estate Planning Tasks for New Parents

By Cavallo & Cavallo |

Congratulations! After long months of waiting, your little one is here. For new parents, late night feedings and the demands of caring for a newborn can easily keep you from taking care of important tasks around your home. While you can and should put your normal routine aside to enjoy this special time in… Read More »

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AssetP2

Steps to Protect Yourself Against Liability in a Claim

By Cavallo & Cavallo |

Whether you own your own home or business, or have commercial properties you rent, you need to take certain steps to ensure accidents and injuries do not occur. Part of protecting your assets and your financial investment is reducing potential liability you could face. When someone is injured on your property due to dangerous… Read More »

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OfftoCollege

Three Important Tasks for College Students

By Cavallo & Cavallo |

For parents of high school seniors, this has no doubt been a busy year. Making all the plans and preparations needed for your child to attend college is a major undertaking. From selecting a school to working out financing and going through the admissions process, these tasks can easily preoccupy much of your time…. Read More »

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