Before It’s Too Late ~ Eric Gullotta

Eric Gullotta


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

How to minimize tragedy

Posted on March 18, 2015

We can’t avoid tragedy, but we can plan for it. Although, the opening quote may sting, it is the truth. Tragedy doesn’t discriminate... Continue

Weathering the storm – documents that last

Posted on January 22, 2015

While the weather continues to be gloomy, your estate documents’ future doesn’t have to be. When drafting your documents keep two... Continue

Last minute estate planning

Posted on November 27, 2014

The old saying, “there is no time like the present” may not have been conceived because of estate planning, but it does apply.... Continue

Charitable giving

Posted on October 16, 2014

For many clients, estate planning decisions are easy. These clients are your typical “nuclear family” — a married couple... Continue

Investing in your estate plan

Posted on September 18, 2014

One of the first questions I get when meeting with clients is, “How much is this going to cost?” I am never upset at someone asking... Continue