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Monthly Archives: December 2023


Should Your Estate Plan Adopt a Scarcity Mindset or an Abundance Mindset?

By Cavallo & Cavallo |

A scarcity mindset is when you assume that resources are finite, and your goal is to keep enough of them for yourself, regardless of whether other people get enough of the resources to meet their needs.  By contrast, an abundance mindset is when you assume that there are enough resources for everyone, even if… Read More »

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Living and Dying With No Estate Plan

By Cavallo & Cavallo |

It is easy to procrastinate working on your estate plan, because death happens to those who are diligent about estate planning and those who are not.  What is the worst that can happen if you do not make any written plans for your end-of-life care, the final disposition of your remains, or the distribution… Read More »

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Are Inherited Real Estate Properties a Trojan Horse?

By Cavallo & Cavallo |

With the price of everything increasing, wages stagnating, and an increasing number of employers keeping workers at arm’s length by labeling them independent contractors, it takes more and more money to be considered wealthy, or even middle class.  You have to admit, though, that you are more privileged than most if you own a… Read More »

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