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Senior Move Managers Can Help With Downsizing

Often our “senior” clients recognize that their home is too large and requires more in the way of upkeep and maintenance than they can manage.  Sometimes they even admit that it is the task of downsizing, and all that it entails, that prevents them from taking the next step. This article (link below), published in...

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Spring Cleaning 2016 – Time to Review and Renew

Tax season is over! Spring has FINALLY sprung! It’s time to “review and renew.” Each spring, we at Berwitz & DiTata LLP encourage our clients, friends and “would be” friends to focus on estate planning, refresh those resolutions and stop procrastinating. We call it our annual “Review and Renew” program. If you have never created...

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Do Jointly Owned Accounts Pass to the Survivor?

Estate planning, whether simple or complex, requires careful attention to details which, if overlooked or misunderstood, can undermine the plan’s effectiveness. We like to highlight common estate planning mistakes and misconceptions whenever we can. Most people misunderstand joint accounts. Some believe that they can add the name of a loved one onto an account “for...

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Advance Funeral Planning Makes Financial Sense

It’s easy to understand how advance funeral planning can reduce the stress on surviving family members and provide peace of mind. It also makes good financial sense. Many people think of funeral planning as part of estate planning. The benefits of pre-planning our own include: the ability to make personal and specific selections that most...

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Estate Planning for Business Owners

If you are the owner of a business or professional practice, it is important that your estate planning documents are complete and up-to-date. You should develop an ownership transition plan so that your family and your business will be protected in the event of your death or incapacity. It is also important to consider the...