Author Archive | Paul Izzo

Paul Izzo

ABLE Act 2014

By on January 15, 2015

On December 19, 2014, the “Achieving a Better Life Experience Act of 2014” (ABLE ACT 2014) was enacted.  The purpose of the Act is to permit families to save private funds to help support some individuals with disabilities to maintain health, independence and quality of life.  To qualify for an ABLE account, an individual would […]

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Estate Planning for Boomers in 2010

By on October 23, 2010

While the need for estate planning, including wills or trusts, for Boomers (of whom I’m a card carrying member) is the same as it is for individuals of all ages, there are a few identifiable trends that seem particularly relevant to Boomers. Blended families. It has become increasingly common in my practice to work with clients […]

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