Author: Catherine Barton Rossetti

Client Alert: Protecting the Health and Financial Decision-Making of Your College-Age Child

Whether in-person or by remote learning, the start of the college school year marks an important rite of passage for many parents, who rightly fret over many issues surrounding this significant transition. Will my child adapt to a new environment? Will my child make friends? Will my child enjoy and succeed in his or her…

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POSTED IN: Articles & Quotes, COVID-19, News, Trusts & Estates

Include Digital Assets in Your Comprehensive Estate Plan

Creating or updating an estate plan is a collaborative process by which you and your professional advisors can achieve your goals for passing property to loved ones while minimizing estate tax liability and avoiding probate.  This collaboration requires a comprehensive inventory of your property so that your advisors can make appropriate recommendations for an estate…

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POSTED IN: Trusts & Estates