Before It’s Too Late ~ Eric Gullotta

Eric Gullotta

Archives


To gift or not to gift

Posted on December 11, 2017

That is the question. As Christmas time approaches, seemingly fast every year, I wanted to discuss gifting. No, not the re-gifting... Continue

Documents lost in the fires

Posted on November 1, 2017

I’ve been flooded with emails and calls from clients asking about their legal documents. Some are just curious about what would have... Continue

Planning for retirement

Posted on September 14, 2017

Quiz time – how much time did you spend planning your most recent vacation? How much time, in total, have you spent planning vacations?... Continue

Keeping your trust tuned up

Posted on May 22, 2017

Trusts are assets, at least you should think of them that way. And like any other assets we own, they must be maintained after we buy... Continue

Death and your digital assets

Posted on June 22, 2016

Oh Facebook, how I love thee. Dropbox, you make my life so simple. iTunes, what would I do without your constant stream of music and... Continue

Excuses, excuses

Posted on April 28, 2016

The Virtual Attorney published some great statistics about who isn’t planning and why. Let’s take a look at some. Statistics found... Continue

Keeping it simple

Posted on September 19, 2015

Okay, I want my bicycle to go to my cousin Jim, but if Jim isn’t around then Marcy gets the bike but only if … I hear this all... Continue

Keep your beneficiary designations current

Posted on July 22, 2015

As a reminder, “Custodial” type accounts are IRAs (individual retirement accounts), ROTH IRA, 401(k), etc. and even life insurance,... Continue

Estate planning, not just for death anymore

Posted on May 28, 2015

I’ve heard all the excuses; I’ll be dead, it’s not my problem, I won’t be here, it’s my kids money not mine, etc. – unfortunately... Continue

Tidbits of estate planning advice

Posted on April 29, 2015

Sometimes great little learning opportunities come through my office that I want to share but there aren’t quite enough to create... Continue