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Planning for the future is crucial, especially when it concerns your health. If you can't make decisions, a living will guarantees that healthcare providers follow your wishes. It's essential to include provisions for mental incapacity. Understanding mental incapacity...
Planning for the future is important, particularly when it involves ensuring the well-being of your loved ones after your passing. An estate plan serves as a roadmap, guiding the distribution of your assets and providing for your family's future. By taking proactive...
Ideally, when someone passes away, the paperwork and material concerns associated with the deceased’s passing are so seamlessly handled (thanks to excellent preparation) that they fade into the background, allowing the family and other loved ones to grieve and...
While it is an honor to be named as a trusted decision maker, also known as an executor or personal representative, in a person’s will, it can often be a sobering and daunting responsibility. Being an executor requires a high level of organization, foresight, and...
In this video, Jim Ruggiero Esq delves into the complexities and benefits of Spousal Lifetime Access Trusts (SLATs) as a strategic component of estate planning for couples residing in Pennsylvania. SLATs are becoming an increasingly popular tool for managing assets,...
People often rely on doctors and healthcare professionals to make medical care decisions on their behalf. When you cannot communicate your wishes, you need an alternative. A living will provides you with that solution. A living will legally illustrates your healthcare...
The landscape of estate planning is undergoing a significant shift. One such significant modification is the 2026 state and gift tax exclusion. It was on an upward trajectory but is now set to dramatically reduce. Understanding the changes The roots of these changes...
Landmark Decision in Ebersole and Matlack v. Commonwealth of PA Reinforces Importance of Precise Estate Planning and Tax Law Experience On October 10, 2023, Ruggiero Law Offices LLC obtained a significant legal triumph on behalf of our clients, Bernard W. Ebersole and...
Grantchester Growth, an investment platform and financial services company specializing in launching diverse emerging fund managers in specialty funds, announced that James J. Ruggiero, Jr. Esq. has joined Grantchester Growth’s Advisory Board. "Grantchester Growth...
Nerdwallet reported in the first quarter of 2023, Americans held an average IRA balance of $109,000. If you have an IRA, now may be the time to consider converting it to a Roth IRA. As you approach year-end tax planning, it might be the best option in preparation for...
