Cipparone & Zaccaro, P.C.

01/01/2026

The Executor Checklist: 7 Tasks Before They Die

Estate executors and testators both have greater peace of mind if they get together and plan for the end-of-life tasks that will need to be resolved when the time comes.

12/30/2025

What Others Need To Know About Your Estate And Estate Plan

https://www.forbes.com/sites/bobcarlson/2025/12/29/what-others-need-to-know-about-your-estate-and-estate-plan/

12/25/2025

https://trustandwill.com/learn/informing-nonprofits-of-planned-gifts

Discover why notifying nonprofits of your planned gift is essential. Ensure your wishes are honored and simplify the process with Trust & Will.

12/23/2025

https://www.biggerpockets.com/blog/fannie-mae-and-freddie-mac-remove-minimum-fico-requirements

Remarkably, Fannie Mae has officially removed the 620 minimum FICO requirement for Desktop Underwriter (DU) submissions, aligning their approach with Freddie

12/23/2025

https://trustandwill.com/learn/3-steps-to-helping-parents-choose-the-right-guardian-with-confidence

Trust & Will Financial Advising Contributor Charles Thomas III, CFP®, provides his top tips on supporting clients through the guardianship decision making process.

12/11/2025

Is It Time to Update Your Estate Plan or Trust?
https://www.jdsupra.com/legalnews/is-it-time-to-update-your-estate-plan-4092882/

12/10/2025

Protect Older Americans from Financial Exploitation

https://www.aba.com/advocacy/community-programs/consumer-resources/protect-your-money/elderly-financial-abuse

12/09/2025

Will vs. Trust: Which Do You Need? Differences and Cost

The main difference between wills and trusts is that wills take effect only after you die, while trusts can take care of your assets while you’re still alive.

12/08/2025

2026 housing market outlook from mortgages to meditation zones
https://www.usatoday.com/story/money/personalfinance/real-estate/2025/12/04/housing-market-forecasts-2026-mortgages-prices/87483830007/

11/20/2025

Transfer taxes and state-level estate planning: How to protect your wealth across states

Some state inheritance or estate taxes may apply at lower thresholds than federal taxes. Learn how proper planning can help reduce or eliminate these state-level taxes.

11/18/2025

Seven Practical Steps to Kick Off Your 2026 Financial Planning

It's time to stop chasing net worth and start chasing real worth. The question to ask yourself is: Does my financial plan support the life I want to live? Here's how to craft a plan that supports your well-being today and in the future.

11/13/2025

https://www.investopedia.com/terms/n/national-association-of-estate-planners-and-councils.asp

Discover how NAEPC supports estate planners through standards, credentials, and councils, promoting top expertise across the U.S. Learn how to join and benefit today.