By - Joseph Perrotta

Estate Planning Challenges for Same-Sex Couples

As a follow up to my recent post discussing four estate planning must-haves, I wanted to follow up with a special post discussing the unique challenges same-sex couples face in estate planning. The primary reason that same-sex couples face these challenges is because the federal government still does not recognize same-sex marriage from a legal and tax standpoint. This has

By - Joseph Perrotta

Four Estate Planning Must-Haves

If you are one of the millions of American’s who has put off creating an estate plan because they didn’t think they needed one, didn’t know where to start, were too busy, or simply procrastinated, don’t panic! This post will outline four very easy steps you can take to put your plans back in order… Estate planning is very often