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National Financial Wellness Month Tag

Sussan, Greenwald & Wesler > Posts tagged "National Financial Wellness Month"

Make 2021 the Year you Act to Protect your Family’s Future

By Mariann Crincoli, Esq. January is the start of a new year, bringing new hopes and possibilities. It’s also National Financial Wellness Month, a great time to make sure you have a comprehensive estate plan in place to protect your family and your special needs child into the future. Why is having an estate plan important, no matter the size of your estate? Through estate planning, you ensure that your assets will go to your intended beneficiaries. You also may save money on taxes, court costs, and attorney’s fees, and prevent disputes and financial confusion among heirs. In addition, you can protect...

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