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...
top of page
Search
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...
20 views0 comments
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...
13 views0 comments
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...
14 views0 comments
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...
4 views0 comments
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...
2 views0 comments
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...
27 views0 comments
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...
7 views0 comments
Mario Correa
- Dec 4, 2019
- 2 min
Detectando, evitando y manejando el abuso de personas mayores para asesores de confianza
Cuando eres un asesor de confianza, debes ser consciente del abuso de las personas mayores y comprender las señales. A menudo hay un...
11 views0 comments
Mario Correa
- Nov 21, 2019
- 2 min
Detecting, Avoiding & Managing Elder Abuse for Trusted Advisors
When your a trusted advisor, you need to be aware of elder abuse and understand the signs. There is often a point in a client’s life...
27 views0 comments
Mario Correa
- Sep 18, 2019
- 3 min
Tale of Two Families - How A Trusted Advisor Makes the Difference
Nancy’s financial advisor told her she needed our help. He insisted. Her husband, in his 40’s, had been scheduled for surgery but his...
24 views0 comments
Mario Correa
- Aug 15, 2019
- 1 min
Failing to Plan - A Sad Story
An elderly couple was found dead on August 7, 2019. It was murder suicide where the husband Patrick Jones, 77 years of age, fatally shot...
29 views0 comments
Mario Correa
- Aug 15, 2019
- 1 min
La falta de planificacion - Una historia triste
Una pareja de ancianos fuera encontrada muerta el 7 de agosto del 2019. Fue un asesinato suicidio donde el esposo, Patrick Jones, de 77...
7 views0 comments
Mario Correa
- Jun 13, 2019
- 3 min
No se Queme al Heredar Activos "Calientes"
Cuando un beneficiario recibe una herencia, los activos reales que reciben pueden tener consecuencias legales. En el momento en que un...
8 views0 comments
Mario Correa
- Jun 10, 2019
- 2 min
Don’t Get Burned When Inheriting “Hot” Assets
When a beneficiary receives an inheritance, the actual assets they receive can have legal consequences. At the time a loved one passes,...
55 views0 comments
Mario Correa
- May 22, 2019
- 2 min
Selecting A Healthcare Surrogate
Who steps up to the plate when a loved one is no longer able to care for themselves? This assumption is based on tradition. It is...
17 views0 comments
Mario Correa
- Apr 24, 2019
- 2 min
Nothing Lasts Forever
How I Was One of the Last to See Notre Dame Cathedral While I tend to want to keep my blog posts less personal, here is one where I...
48 views0 comments
Mario Correa
- Apr 4, 2019
- 3 min
Salvando el Negocio Familiar
Los dueños de negocios se enfrentan a un problema único al morir. A diferencia de las acciones que cotizan en bolsa donde hay un mercado...
20 views0 comments
Mario Correa
- Apr 3, 2019
- 2 min
Saving the Family Business
Business owners face a unique issue at death. Unlike publicly traded stocks where there is a ready market to purchase these assets, a...
9 views0 comments
bottom of page