In this issue of our Estate Planning Newsletter

The Pandemic Prods Us To Get Our Affairs in Order

The pandemic was a frightening wake-up call, reminding us of how fast things can change. Click through to learn how to take action now and make sure you’re prepared for the future.

Family Limited Partnerships

Want to preserve wealth within a family? Click through to see how to use family limited partnerships for tax-free transfers of assets and real estate.

Home Renovations for Seniors

As people age, physical challenges can make it hard for them to navigate their homes. But that doesn’t have to mean a nursing home! Click through to see how to use remodeling to accommodate these challenges.

Using Donor-Advised Funds for Multigenerational Estate Planning

Multigenerational wealth management involves tackling tax hurdles. Click through to learn how donor-advised funds can help you protect your family’s interests.

Read the full newsletter.


Click to subscribe to receive our Estate Planning Newsletter by email.



DISCLAIMER: This website and its contents were prepared by Whelan Corrente (“the Firm”) for informational purposes only and do not constitute or contain legal advice. In some jurisdictions the content on our site may be considered advertising under various states’ ethics rules, and the information on the website is not a substitute for professional consultation or advice.

While we invite you to contact us and welcome your phone calls, letters, or electronic communications, simply contacting us does not create an attorney-client relationship and any information that you may send to any individual at the Firm will not be considered confidential or protected by the attorney-client privilege unless an attorney-client relationship has been established via a written letter signed by all parties.

The Rhode Island Supreme Court licenses all lawyers in the general practice of law. The court does not license or certify any lawyer as an expert or specialist in any field of practice.