Search
Adela Iturregui
Oct 274 min read
Estate Planning Lessons from Matthew Perry: How Trusts Can Protect Your Legacy
In this article, we’ll uncover what Perry's approach to estate planning teaches us about protecting our assets. You don’t have to be a celeb
7 views0 comments
Adela Iturregui
Oct 204 min read
Prevent Family Feuds Over Personal Belongings with the Right Plan
Your personal belongings aren’t just "things"; they’re a part of your story, tied to moments, experiences, and connections with your loved o
4 views0 comments
Adela Iturregui
Oct 134 min read
Navigating End-of-Life Decisions: Ensuring Your Wishes Are Respected
Let’s face it: end-of-life decisions are tough, and they often come sooner than we expect. In a society that’s aging faster than we...
9 views0 comments
Adela Iturregui
Aug 192 min read
Winning an Olympic Medal? Don't Forget the IRS!
Bringing home a medal means bringing the IRS a win.
8 views0 comments
Adela Iturregui
Aug 32 min read
Lessons from Tony Bennet's Estate Battles
Tony Bennett’s estate has become the center of a legal dispute involving his children, Antonia and Johanna Bennett, who have filed a...
17 views0 comments
Adela Iturregui
Jun 186 min read
They’re Not Kids Anymore! Navigating Your Child’s Transition Into Adulthood
When your child turns 18, they’re legally considered an adult, even though they still have much growing up to do (though they may not think
17 views0 comments
Adela Iturregui
Mar 134 min read
Unused College Savings 529 Accounts Can Now Be Rolled Into a Roth IRA.
Another positive impact of the SECURE 2.0 Act. In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the...
18 views0 comments
Adela Iturregui
Mar 52 min read
New Legislation Helps with Student Loans and Retirement Savings
When paying off student loans is hard to even consider saving for your retirement. Think again!
9 views0 comments
Adela Iturregui
Feb 272 min read
Foreign Real Property Assets: Challenges and Solutions
Owning real property outside the United States has it's challenges and rewards. Discovery how a US trust and other legal entities can help.
6 views0 comments
Adela Iturregui
Jan 143 min read
This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid
Want to contribute to your grandchild’s future college education? Changes to the FAFSA rules now make it easier than ever. Read more…
11 views0 comments
Adela Iturregui
Jul 21, 20235 min read
Aretha Franklin's Couch Handwritten Will
Aretha Franklin is the perfect example of why having an attorney can keep your family out of court and out of conflict. The "I can do...
16 views0 comments
Adela Iturregui
Jun 16, 20232 min read
The CTA: Does My Trust Need to Be Disclosed?
Since a Trust can own a business or a share of a business, Trusts are also involved in the Corporate Transparency Act, but under more...
7 views0 comments
