Heather Pietroforte

Want to give your loved ones a truly meaningful gift this Valentine's Day? Estate planning might not seem romantic, but it's one of the most profound expressions of love you can offer. Read more...

sounding name, it's a fact that a tremendous amount of wealth will pass from aging Baby Boomers to younger generations in the next few decades. In fact, it's said to be the largest transfer of intergenerational wealth in history.

Traditional healthcare insurance doesn't cover such services, and though Medicare does pay for some long-term care, it's quite limited, difficult to qualify for, and requires you to deplete nearly all of our assets before being eligible

Veterans Day reminds us to honor those who've served our country, but it also highlights why military families need specialized estate planning that addresses their unique circumstances and benefits. Read more…

The holidays are a perfect time to bring up conversations around inheritance, end of life, and stepping into another level of connection and intimacy, if you do it right. Otherwise, it could end in a big unresolved mess. Asking your relatives how they want their money and belongings handled when they die or if they become incapacitated might not go over well while opening presents or carving a turkey. To keep your family from feeling blindsided and to make the most of your conversation, consider these tips. Read more…

Set up a pet trust in your estate plan. It's sad but true that many pets end up in shelters after their owner dies or becomes incapacitated. In fact, the Humane Society estimates that between 100,00 to 500,000 pets are placed in shelters each year for exactly this reason. Don't be a statistic.