What to Expect When You’re Inheriting

By: Linda Amato

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At some point in our lives, we all dream of receiving an inheritance. We envision buying a new car, finally being able to afford private schools for the kids, or maybe even taking a trip...

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10 Essential Estate Planning Facts

By: Linda Amato

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An alarming 55% of American's don't have an estate plan in place. Procrastination is a common excuse. However, for many people it's a lack of knowledge about estate planning, including the benefits, their options and...

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Why are Roth’s Such a Big Deal?

By: Linda Amato

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A Roth IRA has some important distinctions from a traditional IRA, and, depending on your tax bracket, your retirement needs, and your estate planning goals, a Roth could be a better choice for you. So,...

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