Lavelle & Finn, LLP

08/17/2021

Congratulations to Martin Finn who is the recipient of AICPA's 2021 Sidney Kess Award for Excellence in Continuing Education.

Martin Finn, CPA/PFS is the recipient of the AICPA’s 2021 Sidney Kess Award for Excellence in Continuing Education. The award was presented at AICPA & CIMA ENGAGE. Finn is the Founding Partner of Lavelle & Finn, LLP.

01/26/2021

As COVID-19 vaccine administration programs get underway and people eye a return to normalcy, you may wonder when you can again visit friends and family in nursing homes. The featured article in this month's Elder Law News (http://bit.ly/LF_ElderLawNews_Jan2021) addresses just that.

If you have questions or comments about it or any of this month's other articles, call (518.869.6227) or email ([email protected]) us; we'd love to hear from you.

01/08/2021

Depending on your age and situation, life insurance can play a few key roles in an estate plan. Click below to learn more, then give us a call to discuss how your life insurance planning fits with your estate plan.

https://www.lavelleandfinn.com/news/using-life-insurance-as-part-of-your-estate-plan/

12/31/2020

Wow, what a year it has been! As we wearily say goodbye to 2020, we hope that you look ahead to 2021 with a sense of hope, renewal, and wonderful possibilities.

In observance of the new year, our offices will close at noon on Thursday, December 31st, and reopen at 8:30 AM on Monday, January 4th.

We wish you a safe and happy ringing in of the new year!

12/24/2020

In observance of Christmas, our offices will be closed on December 24th and 25th. We will re-open at 8:30 AM on Monday, December 28th to help you achieve your estate planning, business consulting, and tax planning goals. Have a wonderful holiday!

12/04/2020

Please join us in congratulating Marty Finn on being elected to the
NAEPC Estate Planning Hall of Fame® and being one of seven 2020 professionals honored as an Accredited Estate Planner® (Distinguished) Designee by the National Association of Estate Planners & Councils.

We are extremely proud of Marty for his dedication to the profession, upholding the highest standards, and helping to educate the next generation of planners. Well done Marty!



https://conta.cc/3mJRR24

11/25/2020

Thanksgiving will look different this year but some things about it will never change: warmth, love, and the spirit of togetherness.

In celebration of the holiday, our offices will be closed from Thursday, November 26th through Friday, November 27th.

We are truly thankful for all of you and wish you a safe and wonderful Thanksgiving!

11/23/2020

Finances are the focus of this month's Elder Law News, from fixing required minimum distribution mistakes to how to handle an inheritance if you're on Medicaid.

Contact us if you have questions about these articles or to find out how we may be able to help you establish a sound estate plan.

https://bit.ly/LF_Nov_ElderLawNews

10/01/2020

If you missed “Four Ways the Coronavirus Pandemic May Affect Long-Term Care Insurance”, “May Someone With Dementia Sign a Will?”, and “Five Topics to Discuss with Your Spouse Before You Retire”, don’t worry. These articles - and more - can be found in recent issues of our Elder Law News and Estate Planning newsletters.

Follow the links below to catch up, and please call (518.869.6227) or email us ([email protected]) if you have any questions.

http://bit.ly/LF_ElderLawNews_July2020
http://bit.ly/LF_EstatePlanning_July2020
http://bit.ly/LF_ElderLawNews_August2020
http://bit.ly/LF_EstatePlanning_August2020
http://bit.ly/LF_ElderLawNews_Sept2020

09/04/2020

Everyone at Lavelle & Finn, LLP wish you a great and happy Labor Day. In observance of the holiday, our offices will be closed on Monday, September 7th, reopening at 8:30 AM on Tuesday, September 8th. Have a wonderful long weekend, and be well!

08/11/2020

Welcome to this month's issue of Elder Law News. Click the link below for articles about caregiver contracts, whether Medicare will cover the cost of a COVID-19 vaccination, and more.

Questions or comments? Message, call, or email us; we look forward to hearing from you.

https://bit.ly/LF_ELA_August20



(518) 869-6227 [email protected]

07/21/2020

Don't let the lazy, hazy days of summer keep you from keeping up with the latest estate planning news. Our first monthly issue of “Estate Planner” talks about the importance of your beneficiary designations matching your estate plan, addresses whether someone with dementia can sign a will, and more.

Call (518.869.6227) or email ([email protected]) with any questions or to subscribe to “Estate Planner”. We look forward to hearing from you!

https://bit.ly/LF_EstatePlannerJuly2020