News and Alerts
Estate Planning Newsletter — February 27, 2024
Downsizing your home, exploring phased retirement, different types of long-term care, and commonsense advice on financial attitudes in retirement, all in this month’s newsletter.
Estate Planning Newsletter — January 30, 2024
This month, learn about working around retirement myths, handling stepfamilies in an estate plan, timing when you take social security, and caregiving and retirement savings.
Estate Planning Newsletter — January 2, 2024
Start 2024 by learning how to choose guardians for your children, how to volunteer in retirement, how to invest in the future through education and development, and how often to check your credit reports.
Estate Planning Newsletter — December 5, 2023
Start the family retirement conversation, learn about durable powers of attorney, and more in this month’s newsletter.
Estate Planning Newsletter — November 7, 2023
How To Value Items In An Estate, Key Trust Problems, Top Legal Concerns for the Elderly, and How To Use a QPRT in this month’s newsletter.
Best Law Firms® 2024 Rankings
Whelan Corrente and Flanders has been recognized as a Tier 1 firm in multiple practice areas for the Rhode Island metro region in 2024 by Best Law Firms®.
Estate Planning Newsletter — September 12, 2023
In the newsletter, learn about the Financial Independence, Retire Early movement, dealing with property insurance, different kinds of trusts, and estate planning for stepfamilies.
Estate Planning Newsletter — August 15, 2023
Is it time to refinance your mortgage? Can you reduce taxes on the required minimum distributions from your IRA? These topics and more in our newsletter.
Estate Planning Newsletter — July 18, 2023
Find out how to tap into the equity of your home, when to take social security benefits, and more in this month’s newsletter.
Estate Planning Newsletter — June 20, 2023
Learn about investing, inflation-proofing your assets with real estate, using technology to stay connected, how market predictions can be unpredictable, and more in this month’s newsletter.
Estate Planning Newsletter — May 23, 2023
Savers and investors can fall prey to the fallacy of creating mental categories for dealing with their assets. Click through to learn about a more rational way of thinking about money and more in this month’s newsletter.
Estate Planning Newsletter — March 28, 2023
Gift Taxes are often misunderstood. Learn about gift taxes, the CAPE indicator, early retirement, and how to read stock charts in this month’s newsletter.