Category: Newsletter

Planning to Transition a Small or Family-Owned Business
Newsletter | Jun 19, 2020

Planning to Transition a Small or Family-Owned Business

Letha Sgritta McDowell
Attorney, Shareholder, CELA
Protecting Personal Injury Settlements with Trusts
Newsletter | Jun 5, 2020

Protecting Personal Injury Settlements with Trusts

Shannon Laymon-Pecoraro
Attorney, Shareholder, CELA
What to Expect When Qualifying As an Executor or Administrator of an Estate
Newsletter | May 29, 2020

What to Expect When Qualifying As an Executor or Administrator of an Estate

Emily A. Martin
Attorney, Shareholder, Esq.
Don’t Forget Fluffy and Fido When Creating Your Estate Plan!
Newsletter | May 21, 2020

Don’t Forget Fluffy and Fido When Creating Your Estate Plan!

Rachel H. Snead
Associate Attorney
Financial Advice for an Unstable Market
Newsletter | May 15, 2020

Financial Advice for an Unstable Market

Letha Sgritta McDowell
Attorney, Shareholder, CELA
Is Your Estate Plan COVID-19 Ready?
Newsletter | May 11, 2020

Is Your Estate Plan COVID-19 Ready?

Jennifer S. Rossettini
Attorney, Shareholder, CFP®
Electronic Notarization Insufficient for Execution of Wills
Newsletter | May 1, 2020

Electronic Notarization Insufficient for Execution of Wills

Shannon Laymon-Pecoraro
Attorney, Shareholder, CELA
Beware of Real Estate Deed Solicitation Scams
Newsletter | Apr 24, 2020

Beware of Real Estate Deed Solicitation Scams

Emily A. Martin
Attorney, Shareholder, Esq.
7 Common Probate Mistakes and How to Avoid Them
Newsletter | Apr 17, 2020

7 Common Probate Mistakes and How to Avoid Them

Rachel H. Snead
Associate Attorney
The CARES Act and Public Benefits
Newsletter | Apr 13, 2020

The CARES Act and Public Benefits

Letha Sgritta McDowell
Attorney, Shareholder, CELA
Protecting an Inheritance from Divorce
Newsletter | Feb 19, 2018

Protecting an Inheritance from Divorce

Dementia and Driving
Newsletter | Feb 9, 2018

Dementia and Driving

Letha Sgritta McDowell
Attorney, Shareholder, CELA
Cold or Flu – How to Tell the Difference
Newsletter | Feb 5, 2018

Cold or Flu – How to Tell the Difference

Tax Rates Affected by New Tax Law
Newsletter | Jan 26, 2018

Tax Rates Affected by New Tax Law

The Problems Associated with Joint Bank Accounts
Newsletter | Jan 19, 2018

The Problems Associated with Joint Bank Accounts

Shannon Laymon-Pecoraro
Attorney, Shareholder, CELA
With Tax Time Fast Approaching
Newsletter | Jan 12, 2018

With Tax Time Fast Approaching

Avoiding Common Investment Mistakes
Newsletter | Jan 9, 2018

Avoiding Common Investment Mistakes

Tax Cuts and Jobs Act of 2017
Newsletter | Jan 2, 2018

Tax Cuts and Jobs Act of 2017

Andrew H. Hook
President, CELA, AEP, CFP
Medical Expense Deduction Spared
Newsletter | Dec 22, 2017

Medical Expense Deduction Spared

IRVING v. DIVITO: BEWARE OF HOMEMADE ESTATE PLANNING DOCUMENTS
Newsletter | Dec 15, 2017

IRVING v. DIVITO: BEWARE OF HOMEMADE ESTATE PLANNING DOCUMENTS

Shannon Laymon-Pecoraro
Attorney, Shareholder, CELA