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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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...
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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...
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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...
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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...
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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...
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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...
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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,...
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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...
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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...
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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...
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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...
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