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OUR FAMILY TAKES CARE OF YOUR FAMILY®
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Mario Correa
- Aug 10, 2023
- 0 min
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Mario Correa
- Nov 18, 2021
- 1 min
NO KIDS AND NO CLEAR HEIRSHIPS
We recently came across a client that didn’t have children and their Will calls for giving assets to heirs. The problem is that we don’t...
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Mario Correa
- Oct 14, 2021
- 2 min
Can you Name a Trust as Beneficiary of a Retirement Account?
One of the classic investing techniques was to keep retirement accounts growing tax free as long as possible. The longer you deferred...
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Mario Correa
- Aug 18, 2021
- 2 min
Helping those Around Us: Prevent Waiting Too Long
Recently, I had a series of cases in which families waited too long to prepare estate planning documents. Both cases were surprises to...
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Mario Correa
- Aug 11, 2021
- 2 min
What Happens With a Trust When I Die?
One question that’s been coming up lately in our office is: what happens with a trust when I die? The answer is different for everyone...
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Mario Correa
- Aug 11, 2021
- 2 min
Should I or Should I Not be the Agent?
Disclaimer: These are real legal issues that the firm deals with but the stories surrounding them are fictitious in nature. Unless...
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Mario Correa
- Aug 11, 2021
- 2 min
Family Memories
The great thing about using trusts is that you can customize personal provisions. Heads of family often want their legacy to foster...
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Mario Correa
- Jul 21, 2021
- 2 min
Can My Spouse Disinherit Me?
The question of whether a spouse can disinherit another spouse is not an easy question as the law may be changing. The seminal case on...
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Mario Correa
- Apr 21, 2020
- 1 min
What are the steps involved in creating a Will that takes the care of our pets
Attorney Mario Correa, from CORREA LAW, P.C. guides us through creating a Last Will as a horse person. What are the steps involved in...
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