Helping You Look After
THE PEOPLE AND THINGS YOU VALUE

Gifting is a Part of Your Estate Planning

National Grandparents Day: Three Things to Consider Before You Make a Gift to Grandchildren
To Learn More about Wills and Trusts, visit our website

National Grandparents Day: Three Things to Consider Before You Make a Gift to Grandchildren

Christmas and birthday gifts can leave lasting impressions on your grandchildren, but you may want to provide them with a gift that can assist them in building a savings account, furthering their education, or purchasing their first home, to name just a few. We hope this information will assist you in analyzing the important details of making a gift that can often be overlooked.

Use National Self-Care Month to Care for Your Future

The purpose of this observance is to raise awareness about the importance of regular self-care. What constitutes self-care can vary widely depending on who you are speaking to. Regardless of the exact definition, taking actions to prioritize self-care is essential to overall emotional and physical well-being and should be prioritized. You likely have an idea of what defines self-care and what self-care means to you, but you may be surprised to hear you could be missing the full picture.

Use National Self-Care Month to Care for Your Future
Hunger Action Month

Hunger Action Month

Numerous methods exist to contribute to the mission of eradicating hunger in the United States. Meet with a qualified estate planning attorney to learn more about supporting charitable causes by incorporating charitable planning structures into your estate plan.

If Gifting a Vacation Property is your goal, View Jim’s Video on Importance of Planning

Photo of James J. Ruggiero
To schedule an estate plan review or update with Jim Ruggiero, Esq., please email [email protected]