Whether you are reviewing your existing trust or creating a new trust, you should understand the important role that a trustee plays not only in handling trust matters but also in providing for and protecting your loved ones. What is a trust? A trust is an agreement between an owner of accounts and property (trustmaker) and another person (trustee) who agrees to manage the accounts and property on behalf of […]
Congratulations to our own Michele L. Muldoon, Esq. for being appointed to the Board of Directors for Delaware CarePlan! Delaware CarePlan’s mission is to enhance the quality of life for individuals with disabilities and their families by providing lifelong planning services, financial security, and support services to the individuals with disabilities beyond their basic care. The organization was created as the result of Delaware legislation enacted to allow a person with […]
We are pleased to announce that our Managing Director, David J. Ferry, Jr., Esq., has been named one of the Top Lawyers for 2022 by Delaware Today.
Congratulations to Brian J. Ferry, Esq. for being named a “Rising Star” by Super Lawyers Magazine 2022.
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Protect Your Retirement Assets with a Standalone Retirement Trust
Five Reasons to Protect Your Retirement Accounts Now Your retirement account provides asset protection during your lifetime, but as soon as you pass that account to a loved one, that protection evaporates. When your spouse, child, or other loved one inherits your retirement account, creditors have the power to seize it and use the funds to satisfy their claims. This means one lawsuit and POOF!—your life-long, hard-earned savings could be […]