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Tag Archives: Estate Planning Documents

Wills

Updating Your Estate Planning Documents

By Cavallo & Cavallo |

Changes in life can happen quickly. Amidst your day to day activities, it can be easy to overlook the impact different circumstances can have on your overall estate plan. To protect your interests and assets, to ensure your wishes are adhered to, and to prevent disputes among your heirs, it is important to have… Read More »

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Protect Yourself Against Liability When Accidents Occur

By Cavallo & Cavallo |

Accidents happen. You put on the gas in traffic, and end up hitting the driver in front of you. You invite people to your home, and someone slips on an icy sidewalk. While there will always be situations in which mishaps are unavoidable, knowing how to handle these situations when they arise can help… Read More »

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Will A Presidential Repeal of Estate Taxes Impact Your Estate Plan?

By Cavallo & Cavallo |

As power transfers from democrats to republicans in Washington, there are increased rumors of a repeal of the current federal estate tax laws. As addressing potential tax issues is one of the goals of estate planning, would a tax repeal make your current estate planning documents obsolete? The answer to that question is no…. Read More »

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Five Steps To Take Now For A Healthier New Year

By Cavallo & Cavallo |

A new year often provides the incentive to make a fresh start or a new beginning, and what better area to focus on than your own personal health and well-being. One of the main goals of estate planning is asset protection, and good health is the most valuable asset you can possess. Below are… 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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Including Your Online Presence in Your Estate Planning Documents

By Cavallo & Cavallo |

Estate planning not only plays a major role in ensuring your family is provided for in the event of your passing, but it can also ensure they have the access to the information and documents they will want or need. While accounting for physical assets such as money, property, cars, and bank accounts is… Read More »

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Estate Planning Documents Every College Student Should Have

By Cavallo & Cavallo |

Getting ready for your children to head off to college is an exciting time. It can also be rather stressful, both for you and for them, as you attend to details such as dorm accommodations, meal plans, and last minute tuition payments. While it is easy to get embroiled in the emotional aspects of… Read More »

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