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Use New Technology To Protect Your Critical Records

Though retirees are likely to have the greatest number of critical records – and might need access to many of them on short notice – for instance, if a Medicaid application must be prepared – they are the least likely to understand and know how to take advantage of new tools that are available to...

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Retirement Planning Myths

Websites and publications geared towards those contemplating retirement ply their readers with articles on the “do’s and dont’s” of retirement planning. Even so, trying to formulate the right retirement strategy can be mind-boggling! Here are some common retirement planning myths: 1. “As I near retirement, investments should be more conservative.” Americans are living longer. In...

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Estate Planning: Essential at Any Age

Most people incorrectly believe that estate planning is important only after you have reached a certain age or acquired some wealth. This is not the case. At Berwitz & DiTata LLP, we like to think of estate planning as “lifetime planning” and believe that it is important for all of us who have reached the...