Blog | Patinelli & Chang

Here’s a Good Way to Undermine Your Entire Estate Plan

Jan 3, 20192 min read

Here’s a Good Way to Undermine Your Entire Estate Plan

“You just met a nice person at a bank, who told you there might be a way to avoid the horrors of probate by titling all of your accounts...

2 views0 comments

New Year’s Resolutions Can Still Include Your Estate Plan

Author

Jan 2, 20192 min read

New Year’s Resolutions Can Still Include Your Estate Plan

“We often think of exercising more, eating healthier or getting better sleep, but what about a resolution that continues in the spirit of...

1 view0 comments

How Trusts and 529 Accounts Can Work Together for College Costs

Author

Dec 31, 20182 min read

How Trusts and 529 Accounts Can Work Together for College Costs

“After inheriting a considerable sum of money, an elderly matriarch of a New England family decided that the best thing she could do for...

2 views0 comments

Author

Dec 28, 20181 min read

Guardianship for minors

Find out why it is important to set up your guardianship. Watch video here.

1 view0 comments

Author

Dec 27, 20181 min read

What is a Living Trust?

See our video explaining in easy to understand terms what is a living trust?

0 views0 comments

Author

Dec 26, 20181 min read

Why choose Patinelli & Chang?

Watch Video here. Our law firm specializes in estate planning, trust administration, and probate. As family men, we have the unique...

0 views0 comments

Author

Dec 24, 20181 min read

MERRY CHRISTMAS

We wish you a Merry Christmas! Patinelli & Chang, LLP Michael & John

0 views0 comments

Just a Little Time Left for Year-End Tax and Estate Planning

Author

Dec 24, 20182 min read

Just a Little Time Left for Year-End Tax and Estate Planning

“Over the past year, the opportunity provided by TCJA to transfer an unprecedented amount of wealth free of any federal gift, estate and...

0 views0 comments

Does Your Retirement Plan Include Travel?

Author

Dec 21, 20182 min read

Does Your Retirement Plan Include Travel?

“One of the most exciting aspects of retirement planning is envisioning the lifestyle that you’ll enjoy. For many retirees, travel is a...

0 views0 comments

Author

Dec 20, 20182 min read

Is Your Medical Directive Up to Date?

“One important component of estate planning is a document, usually called a medical directive, which can include a living will, that sets...

0 views0 comments

The Basics About Caring for a Senior Parent

Author

Dec 19, 20182 min read

The Basics About Caring for a Senior Parent

“The best time to plan for the care of an aging loved one, is before they need to be cared for. Here’s what you need to know to get...

3 views0 comments

Estate Planning Documents You Need While Living

Author

Dec 18, 20182 min read

Estate Planning Documents You Need While Living

“The first document that the newsletter said that everyone needs, is a durable power of attorney, or POA. I couldn’t agree more. I hear...

3 views0 comments

Increased 401(k) Contribution Limits in 2019, Thanks to IRS

Author

Dec 17, 20182 min read

Increased 401(k) Contribution Limits in 2019, Thanks to IRS

“Annual contribution limits for your workplace retirement plan are increasing by $500 next year. While that may not sound like much, the...

0 views0 comments

Gleeful or Glum: What Will Your Retirement Life Be?

Author

Dec 14, 20182 min read

Gleeful or Glum: What Will Your Retirement Life Be?

“Learn why some people are happily retired and others are miserable.” Here are some reasons to be cheerful—or not: Debt freedom or debt...

0 views0 comments

Four Giant Estate Planning Mistakes to Avoid

Author

Dec 13, 20183 min read

Four Giant Estate Planning Mistakes to Avoid

“Americans are drawn to celebrities. We read about their lives, gossip about their deeds and ogle their pictures. Perhaps it is...

3 views0 comments

Blended Families Have Special Estate Planning Challenges

Author

Dec 12, 20182 min read

Blended Families Have Special Estate Planning Challenges

“Following the death of her father, Mary remained close to her step-mother. Mary’s step-mother eventually left the area to be closer to...

1 view0 comments

Time for a Series of Conversations with Aging Parents

Author

Dec 11, 20182 min read

Time for a Series of Conversations with Aging Parents

“Just as parents know that at some point, the time will come to talk to their kids about “the birds and the bees,” the children of aging...

0 views0 comments

Traveling? Let’s Be Smarter about Our Documents

Author

Dec 10, 20182 min read

Traveling? Let’s Be Smarter about Our Documents

“Going on a trip? Be sure to pack your toothbrush and clean underwear. If just wandering around town, make sure there is enough gas in...

0 views0 comments

Why Do I Need an Estate Plan? I’m a Millennial!

Author

Dec 7, 20182 min read

Why Do I Need an Estate Plan? I’m a Millennial!

“For most millennials, getting a will is likely at the bottom of their to-do list—if it even makes the list.” A will details how you want...

0 views0 comments

Hooray for Hollywood for Inspiring Your Retirement Plan

Author

Dec 6, 20182 min read

Hooray for Hollywood for Inspiring Your Retirement Plan

“Retirement saving is vital–and easy to put off. Distractions abound, especially this time of year.” An unlikely source of inspiration...

0 views0 comments

Contact Us.