News and Alerts
Estate Planning Newsletter — October 8, 2024
Read this month’s newsletter for information about leaving a house to heirs, deciding when to collect social security, estate planning for blended families, waiving inspection when buying a home, and common problems with wills.
Estate Planning Newsletter — September 10, 2024
Maintaining a good credit score for retirees, trusts for estate planning, 529 plans, and more.
Estate Planning Newsletter — August 13, 2024
What is protected from creditors, what to know about child and dependent care credit, where retirement dollars go, and more are all in this month’s newsletter.
Snowbird Planning Using LLCs to Mitigate Rhode Island State Estate Tax
Joseph R. Marion III visits the DiSpirito Team Real Estate Show to discuss ways to mitigate Rhode Island Sales Estate Tax for snowbirds using LLCs.
Estate Planning Newsletter — July 16, 2024
What is protected from creditors, what to know about child and dependent care credit, where retirement dollars go, and more are all in this month’s newsletter.
Client Update: FTC Votes to Ban Non-Competes
Following the FTC’s issuance of a new rule that would ban most non-compete agreements, Whelan Corrente advises employers to evaluate their current agreements but hold off on making immediate changes until challenges to the rule play out in courts.
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 — March 26, 2024
In the March newsletter, learn about life as a digital nomad, avoiding scams after the death of a loved one, ways to define retirement, and the basics of annuities.
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.