News and Alerts
Estate Planning Newsletter — December 7, 2021
In this issue of our Estate Planning Newsletter: What Is a Conservatorship — and Who Needs It?; What To Know About Special Needs Trusts; Pitfalls You Can Avoid in Your Will; How To Choose a Good Place To Retire.
Estate Planning Newsletter — November 9, 2021
In this issue: How to Be an Executor; The Big Myths of Financial Planning; How Do No-Contest Clauses Work?; What To Know About Organ Donation.
Estate Planning Newsletter — October 12, 2021
In this issue of our Estate Planning Newsletter: Myths of the Estate Tax; The Spousal Lifetime Access Trust: A Near-Perfect Tool?; Digital Records and Privacy; Are You Ready for Retirement?
Estate Planning Newsletter — September 14, 2021
In this issue of our Estate Planning Newsletter: Living Trusts: What Are They?; How To Choose Life Insurance; Fixed Rate vs. Adjustable: Which Mortgage Is Right for You?; Build Financial Habits When You’re Young.
Three Whelan Corrente Attorneys Named “Lawyer of the Year” by Best Lawyers of 2022
Only a single lawyer in each practice area and community is honored with a “Lawyer of the Year” award. We congratulate Robert Clark Corrente (Litigation – Environmental in Providence), Joseph R. Marion, III (Trusts and Estates in Providence), and Joseph D. Whelan (Labor Law – Management in Providence). All three, along with Robert G. Flanders, Jr., are also recognized for their excellence in a number of practice areas.
Estate Planning Newsletter — August 17, 2021
In this issue of our Estate Planning Newsletter: How to Choose a Caregiver for a Senior; What a Will Should NOT Do; What Are Filial Responsibility Laws?; Do You Need an Irrevocable Life Insurance Trust?
Estate Planning Newsletter — July 20, 2021
In this issue of our Estate Planning Newsletter: Can You Use Charitable Trusts?; How To Divide an Estate Among Heirs; Estate Planning: Necessary for Singles?; The Non-Financials of Retirement.
Estate Planning Newsletter — June 22, 2021
In this issue of our Estate Planning Newsletter: Can GRITs, GRATs and GRUTs Help You?; What You Don’t Know About Estate Planning; All About Choosing a Nursing Home; What To Know About Elder Scams.
Estate Planning Newsletter — May 25, 2021
In this issue of our Estate Planning Newsletter: The Pandemic Prods Us To Get Our Affairs in Order; Family Limited Partnerships; Home Renovations for Seniors; Using Donor-Advised Funds for Multigenerational Estate Planning.
Estate Planning Newsletter — April 27, 2021
In this issue of our Estate Planning Newsletter: Tax Treatment for Family Members Working in the Family Business; Can You Use a Credit Shelter Trust? and more!
Huffington Post Interview on Tax Planning For High Net Worth Clients, April 2021
Joseph Marion, Partner at Whelan Corrente & Flanders, was interviewed by the Huffington Post for the article “Ultrawealthy Americans Are Scrambling To Get Ahead Of Biden’s Planned Tax Hikes.”
Estate Planning Newsletter — March 2, 2021
In this issue, read about The Secret Power of Trusts, What To Know About the Alternative Minimum Tax, Your Grandchildren and Your Estate, How To Raise and Maintain a Credit Score, and more!