Kathleen Cassidy, JD

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Kathleen Cassidy, JD*, can be reached at [email protected]

*Licensed but not practicing

Articles

Get your estate planning done now

Get your estate planning done now

Kathleen Cassidy, JD;Vincent Cucuzza, CFP

February 28th 2022

There are plenty of reasons for people to get their estate planning done despite, or even because of, potential future changes from Congress.

Time to get estate planning done

Time to get estate planning done

Kathleen Cassidy, JD;Vincent Cucuzza, CFP

February 4th 2022

As we wait on potential tax changes, now is a good time to get estate planning done.

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