At Berwitz & DiTata LLP, we believe that lifetime planning is at least as important as planning for after death...
Blog
For Readers Making Charitable Contributions in 2020
Last year, we advised our readers of a tax savings strategy that involved funding charitable contributions with their required minimum...
Understanding Your FDIC Coverage
The FDIC (Federal Deposit Insurance Corporation) is an independent agency of the United States government created to protect depositors of...
Lessons Learned from Chadwick Boseman
The premature death of “Black Panther” star Chadwick Boseman, a young actor who had such a positive impact on so...
Why Haven’t I Received My Inheritance?
After a loved one dies, family members frequently have unrealistic expectations as to the steps that are necessary to complete...
Protecting Our Financial Privacy
Did you know that financial institutions can share our personal and financial records? Did you know that credit reporting agencies...
Estate Planning For Your Blended Family
Second or third marriages and blended families, where one or both spouses come to the marriage with children from a...
Six Reasons To Review Your Estate Planning Documents
If you already have a will, you may be ahead of the game. But don’t be too sure. When did...
Medicaid Asset-Protection Trusts
Ideally, every client of Berwitz & DiTata LLP would have the foresight to plan now for the possibility that they...
Caring For The Caregiver
New Medicaid Home Care Rules Will Severely Curtail Applicants Ability To Protect Assets
It is now more important than ever for clients to engage in Medicaid planning in advance of the need for...
What Is Palliative Care and How Does It Differ From Hospice?
While many people believe that palliative care and hospice are the same, they are not. Hospice care is palliative, but...