The Durable Power of Attorney

For most people, the durable power of attorney is the most important estate planning instrument available — even more useful than a will. A power of attorney allows a person you appoint — your “attorney-in-fact” or “agent” — to act … Continued

Social Security Seminar

Thank you to Steven M. Calandra, Vice President of Nationwide Retirement Institute for a very educational presentation today regarding the various options available for couples to maximize their Social Security benefits.

Understanding the Differences Between a Will and a Trust

Everyone has heard the terms “will” and “trust,” but not everyone knows the differences between the two. Both are useful estate planning devices that serve different purposes, and both can work together to create a complete estate plan. One main … Continued

Gifts to Grandchildren: 529 Accounts

This type of account, named for Section 529 of the Internal Revenue Code, enables you to reduce your taxable estate while earmarking funds for the higher education of a grandchild (or any other family member). Funds contributed to such accounts … Continued

New 5 Star Review – Extremely knowledgeable

Extremely knowledgeable My family and I have been dealing with Attorney Scalise for years. He is extremely knowledgeable, helpful and professional. He is very easy to talk to and work with. He and his staff have always responded very quickly … Continued

Planning for a Child with Special Needs

Americans are living longer than they did in years past, including those with disabilities. According to one count, 730,000 people with developmental disabilities living with caregivers who are 60 or older. This figure does not include adult children with other … Continued

Talking With Family About Nursing Home Placement

Few decisions are more difficult than the one to place a spouse or parent in a nursing home. Because nursing homes are seen as a last resort, the decision is generally overlaid by a sense of guilt. Most families try … Continued

New 5 Star Review:

Attorney Scalise is top notch My mother was beginning to have health issues and at an early age. We knew we needed to plan just in case she would no longer be able to do it herself. In order to … Continued