The following are excerpts from other publications by Matthew A. Ferri.
Marriage and Estate Planning | Published at HG.org Global Legal Resources
June is popular for weddings, which is appropriate as the month is named after Juno, the goddess of marriage, family, and home. With all that goes into planning a wedding it’s not surprising a topic like estate planning isn’t high on the list for the soon-to-be newlyweds. But it is something that should be considered when entering a marriage. This is especially true if it is a second marriage and you’re blending families.
Read full article on HG Global Legal Resources by clicking HERE! Read article on Matthew’s website by clicking Marriage!
Blended Families: Five Estate Planning Challenges | Published at HG.org Global Legal Resources
Blended families by their nature bring more people to the table. The following are only a few of the big challenges we face when estate planning for a blended family. Without a proper estate plan, there can be many unintended consequences after a divorce or with a blended family.
Read full article on HG Global Legal Resources by clicking HERE! Read article on Matthew’s website by clicking Blended Families!
The Importance of Estate Plan Funding | Published at HG.org Global Legal Resources
Without proper estate plan funding and trust funding, your estate plan won’t work. Why is that? Estate Plan Funding is retitling your assets or updating your named beneficiaries to achieve your intended result. If you have a living trust, that could mean you and your loved ones experience less burdens, your assets are distributed according to your wishes, and your estate avoids the probate process.
Read full article on HG Global Legal Resources by clicking HERE! Read article on Matthew’s website by clicking Estate Plan Funding!
Unequal Inheritance, But Fair | Published at HG.org Global Legal Resources
Can Unequal Inheritances Be Fair? Doing what is “fair” does not have to mean equal.
Read full article on HG Global Legal Resources by clicking HERE! Read article on Matthew’s website by clicking Unequal Inheritance!
Is It Time To Update Your Estate Plan? | Published at HG.org Global Legal Resources
In these changing times, it is not enough to examine our own life, but we must also look at the world around us. Has anything changed in the economy, local or federal laws, politics, or society that changes the way your estate plan works?
Read full article on HG Global Legal Resources by clicking HERE! Read article on Matthew’s website by clicking Update Your Estate Plan!
Benefits Of Family Participation In Estate Planning: Strengthen Your Family and Protect Your Legacy | Published at HG.org Global Legal Resources
Estate planning is a critical process that aims to ensure the smooth transfer of wealth and assets from one generation to the next. The significance of family meetings in estate planning and the benefits they bring to both the present and future generations should not be overlooked.
Read full article on HG Global Legal Resources by clicking HERE!Read article on Matthew’s website by clicking Family Participation In Estate Planning!
Beneficiary Designations in Estate Planning | Published at HG.org Global Legal Resources
While many people associate estate planning with wills and trusts, one often overlooked aspect that plays a crucial role in the process is beneficiary designations. These designations allow you to designate individuals or your trust to receive specific assets upon your death. This process bypasses the probate process and provides numerous benefits for both you and your beneficiaries.
Read full article on HG Global Legal Resources by clicking HERE! Read article on Matthew’s website by clicking Beneficiary Designations!
Guardians For Your Children | Published at HG.org Global Legal Resources
When it comes to our children, we all plan for their future. We consider school districts when buying a house, find activities that fit their interests, sacrifice weekends to take them to practice or events, save money for college and try to instill in them different skills and values that will help in life.
Read full article on HG Global Legal Resources by clicking HERE! Read article on Matthew’s website by clicking Guardians!
The Importance of Powers of Attorney for College Students | Published at HG.org Global Legal Resources
Here, we’ll delve into why you should prioritize establishing Powers of Attorney for college students. We’ll explain how these documents can make a significant difference during crucial moments.
Read full article on HG Global Legal Resources by clicking HERE! Read article on Matthew’s website by clicking Powers of Attorney for college students.
The Basics of Medicaid Planning: A Comprehensive Guide |Published at HG.org Global Legal Resources
Medicaid planning is a critical financial strategy for individuals and families seeking to secure long-term healthcare coverage while protecting their assets.
Read full article on HG Global Legal Resources by clicking HERE! Read article on Matthew’s website by clicking Medicaid Planning.
Estate Planning and Retirement | Published at CYLEX
Estate planning and retirement planning are often thought of as independent tasks. However, estate planning and retirement planning are intricately linked together. In order to work as you intend, your estate planning and retirement planning must be coordinated together. As you prepare for retirement, or if you are already retired, working with estate planning professionals can be incredibly beneficial. It can help you avoid potentially costly mistakes.
Read full article by clicking HERE! Read article on Matthew’s website by clicking Estate Planning Retirement!
Aging and Estate Planning | Published at CYLEX
Aging affects us all. Working proactively with estate planning professionals can be beneficial to the elderly community. A common response from clients is that they want to be in control. As you age various factors can threaten your ability to maintain control. However, our planning focuses on these issues and helps you remain in control as you transition the various stages of your life.
Read full article by clicking HERE! Read article on Matthew’s website by clicking Aging! This article can also be found on Law Referral Connect by clicking HERE.
Estate Planning for Pets – Yes, Its A Real Thing | Published at CYLEX
Consider estate planning for your pets on April 11th, National Pet Day. The animals in our lives are often considered to be part of our families. They provide companionship and comfort. They have their own unique likes, dislikes and traits. And over the time we spend with them, we learn how to best take care of them.
Read full article by clicking HERE! Read article on Matthew’s website by clicking Estate Planning for Pest!
Legacy Planning | Published at CYLEX
Legacy planning involves passing down values, wisdom, or experiences throughout your life. This is similar to estate planning, where it focuses on your assets, such as who inherits, when they inherit and how to best protect yourself and your family. Legacy planning, on the other hand, focuses on the intangible assets of your life. Both involve passing down the most important aspects of your life to the next generation.
Read full article by clicking HERE! Read article on Matthew’s website by clicking Legacy Planning!
The Pitfalls of Using Joint Accounts | Published at Cylex
Do you own joint accounts or property as joint tenants? Have you considered the planning pitfalls of this way of owning property? Ownership as joint tenants (which includes joint bank accounts) is so pervasive in our society that we never look at its downsides.
Read full article by clicking HERE! Read article on Matthew’s website by clicking Joint Accounts!
Guardians For Your Children | Published at Cylex
When it comes to our children, we all plan for their future. We consider school districts when buying a house, find activities that fit their interests, sacrifice weekends to take them to practice or events, save money for college and try to instill in them different skills and values that will help in life. In all that planning, it is crucial to also include your wishes if something happens to you. Perhaps nothing is more important when planning your children’s future than selecting guardians for you minor children.
Read full article by clicking HERE! Read article on Matthew’s website by clicking Guardians!
Basics of Medicaid Planning A Comprehensive Guide | Published at Cylex
Medicaid planning is a critical financial strategy for individuals and families seeking to secure long-term healthcare coverage while protecting their assets.
Read full article by clicking HERE! Read article on Matthew’s website by clicking Medicaid Planning!
What to Consider If Estate Planning for Blended Families | Published at StoreBoard
A blended family could impact your life in a lot of ways, in particular it can affect how you approach your estate plan. There can be many people to take into consideration when estate planning for blended families. It is important to acknowledge each person, so all your wishes are met.
Read full article by clicking HERE! Read article on Matthew’s website by clicking Planning for Blended Families!
The Pitfalls of Using Joint Accounts | Publish at StoreBoard
Do you own joint accounts or property as joint tenants? Have you considered the planning pitfalls of this way of owning property? Ownership as joint tenants (which includes joint bank accounts) is so pervasive in our society that we never look at its downsides.
Read full article by clicking HERE! Read article on Matthew’s website by clicking Joint Accounts!
Estate Plan Updates. Is Your Estate Plan Up-To-Date? | Publish at StoreBoard
Creating an estate plan is a crucial step in ensuring your assets are protected and your wishes are honored after you are gone. However, simply drafting an estate plan is not a one-and-done task. Life is dynamic, and circumstances change over time, making it essential for regular estate plan updates to reflect these changes.
Read full article by clicking HERE! Read article on Matthew’s website by clicking Estate Plan Update!
Beneficiary Designations In Estate Planning | Published at StoreBoard
While many people associate estate planning with wills and trusts, one often overlooked aspect that plays a crucial role in the process is beneficiary designations. These designations allow you to designate individuals or your trust to receive specific assets upon your death. This process bypasses the probate process and providing numerous benefits for both you and your beneficiaries.
Read full article by clicking HERE! Read article on Matthew’s website by clicking Beneficiary Designations!
The Importance of Powers of Attorney for College Students | Published at StoreBoard
Estate planning is a critical consideration for individuals of all ages, and college students are no exception. While it might not be the most exciting topic on a student’s mind, taking the time to create essential legal documents like Powers of Attorney can provide invaluable protection and peace of mind.
Read full article by clicking HERE! Read article on Matthew’s website by clicking College Students Powers of Attorney!
Estate Planning for Single Individuals. Tailoring Plans to Your Needs | Published at StoreBoard
Estate planning is a crucial financial step that often gets overlooked, especially by single individuals. Many mistakenly believe that estate planning is only for married couples or those with vast wealth.
Read full article by clicking HERE! Read article on Matthew’s website by clicking Estate Planning for Singles.
Matthew Ferri On the Internet
You can also find Matthew’s articles on:
Merchant Circle – See All Our Articles here – Blog Page
Guardians For Your Children
When it comes to our children, we all plan for their future. We consider school districts when buying a house, find activities that fit their interests, sacrifice weekends to take them to practice or events, save money for college and try to instill in them different skills and values that will help in life.
Read full article by clicking HERE!
The Pitfalls of Using Joint Accounts
By Matthew A. Ferri, Esq. Do you own joint accounts or property as joint tenants? Have you considered the planning pitfalls of this way of owning property? Ownership as joint tenants (which includes joint accounts) is so pervasive in our society that we never look at its downsides.
Read full article by clicking HERE!
Estate Planning For Young Professionals
Why estate planning for young professionals? As we have been emphasizing for Estate Planning Awareness Week, estate plans can benefit everyone. For young professionals who either are just starting their professional career to those who haven’t yet reached retirement, having a plan in place can offer various protections and can help give you peace of mind.
Read full article by clicking HERE!
While many people associate estate planning with wills and trusts, one often overlooked aspect that plays a crucial role in the process is beneficiary designations.
Read full article by clicking HERE! Read on Matthew’s website by clicking, Beneficiary Designations!
What to Consider If Estate Planning For Blended Families
A blended family could impact your life in a lot of ways, in particular it can affect how you approach your estate plan. There can be many people to take into consideration when estate planning for blended families.
Read full article by clicking HERE! Read on Matthew’s website by clicking Planning for Blended Families!
The Basics of Medicaid Planning: A Comprehensive Guide
Medicaid planning is a critical financial strategy for individuals and families seeking to secure long-term healthcare coverage while protecting their assets.
Read full article by clicking HERE! Read on Matthew’s website by clicking Basics of Medicaid Planning!
The Importance of Properly Titled Deeds In Estate Planning
Estate planning is a critical process that ensures the smooth transfer of assets and property to your chosen beneficiaries after your passing. One vital aspect of estate planning is the proper titling of your deed.
Read full article by clicking HERE! Read on Matthew’s website by clicking Properly Titled Deeds.
Proactive Estate Planning Before Incapacity: Securing Your Future
While many people associate estate planning with end-of-life decisions, it’s equally essential to plan for the possibility of incapacity due to illness, injury, or other unforeseen circumstances.
Read full article by clicking HERE! Read on Matthew’s website by clicking Incapacity.
Law Referral Connect
Guardians For Your Children | Published On Law Referral Connect
Choosing someone to be guardian can be a difficult decision. You want to make sure that person is willing and able.
Read full article by clicking HERE! Read it on Matthew’s website by clicking Guardians for Your Children!
Aging and Estate Planning | Published on Law Referral Connect
Aging affects us all. Working proactively with estate planning professionals can be beneficial to the elderly community. A common response from clients is that they want to be in control.
Read full article by clicking HERE! Read it on Matthew’s website by clicking Aging and Estate Planning!
The Basics of Medicaid Planning: A Comprehensive Guide | Published On Law Referral Connect
Whether you’re approaching retirement or assisting a loved one in their senior years, understanding the fundamentals of Medicaid planning can make a significant difference in navigating the complex world of healthcare finance. In this guide, we’ll cover the basics to get you started.
Read full article by clicking HERE! Read it on Matthew’s website by clicking Basics of Medicaid Planning!
Importance of Powers of Attorney for College Students |Published On Law Referral Connect
Estate planning is a critical consideration for individuals of all ages, and college students are no exception. While it might not be the most exciting topic on a student’s mind, taking the time to create essential legal documents like Powers of Attorney can provide invaluable protection and peace of mind.
Read full article by clicking HERE! Read it on Matthew’s website by clicking Powers of Attorney for College Students!
The Importance of Properly Titled Deeds In Estate Planning | Published On Law Referral Connect
Estate planning is a critical process that ensures the smooth transfer of assets and property to your chosen beneficiaries after your passing. One vital aspect of estate planning is the proper titling of your deed.
Read full article by clicking HERE! Read it on Matthew’s website by clicking Properly Titled Deeds.
Proactive Estate Planning Before Incapacity: Securing Your Future | Published On Law Referral Connect
While many people associate estate planning with end-of-life decisions, it’s equally essential to plan for the possibility of incapacity due to illness, injury, or other unforeseen circumstances.
Read full article by clicking HERE! Read it on Matthew’s website by clicking Incapacity.
Estate Planning for Single Individuals: Tailoring Plans to Your Needs | Published on Law Referral Connect
Estate planning is a crucial financial step that often gets overlooked, especially by single individuals. Many mistakenly believe that estate planning is only for married couples or those with vast wealth.
Read full article by clicking HERE! Read it on Matthew’s website by clicking Estate Planning for Singles.
Cataloxy –
The Importance of Powers of Attorney for College Students | Published on Cataloxy
While it might not be the most exciting topic on a student’s mind, taking the time to create essential legal documents like Powers of Attorney can provide invaluable protection and peace of mind.
Read full article by clicking HERE! Read it on Matthew’s website by clicking Powers of Attorney for College Students.
Proper Titling of Your Deed | Published on Cataloxy
One vital aspect of estate planning is the proper titling of your deed. The way you hold title to your property can have significant implications for its management, transfer, and tax consequences.
Read full article by clicking HERE! Read it on Matthew’s website by clicking Properly Titled Deeds.
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Avoiding Probate: Exploring Methods to Streamline the Process
Estate planning is essential to financial management because it ensures your assets are distributed according to your wishes after you die. Avoiding probate is one common concern among individuals planning their estates.
Read full article by clicking HERE! Read it on Matthew’s website by clicking Avoiding Probate.
Estate Planning for Single Individuals: Tailoring Plans to Your Needs
Estate planning is a crucial financial step that often gets overlooked, especially by single individuals. Many mistakenly believe that estate planning is only for married couples or those with vast wealth.
Read full article by clicking HERE! Read it on Matthew’s website by clicking Estate Planning for Singles.
Aging and Estate Planning – Legal Article By LifeFocus Planning® (ilawconnect.com)
Aging affects us all. Working proactively with estate planning professionals can be beneficial to the elderly community. A common response from clients is that they want to be in control. As you age various factors can threaten your ability to maintain control.
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About the Author
Matthew A. Ferri, J.D., M.B.A., is the Founder and Principal of Life Focus Planning®, a Michigan based estate planning law firm. He is an estate planning attorney with offices in Bloomfield Hills, Michigan and Shelby Township, Michigan.