Pets are often regarded as a part of the family and increasingly their needs are accounted for in planning decisions. There is health insurance for pets, and most states allow for “pet trusts” to ensure that a cherished animal will be cared for after the owner’s demise. But can you and your pet spend eternity with each […]

Martin S. Finn, Founding Partner of Lavelle & Finn, LLP Three individual honors were handed out last week by the American Institute of CPAs (AICPA) at AICPA & CIMA ENGAGE 2021. Charles Kowal, CPA (retired) has received the AICPA’s 2021 Personal Financial Planning (PFP) Distinguished Service Award, Martin ‘Marty’ Finn, CPA/PFS was presented the Sidney […]

Martin S. Finn, JD, LL.M., CPA/PFS Elected to the NAEPC Estate Planning Hall of Fame® and Honored as an Accredited Estate Planner® (Distinguished) Designee by the National Association of Estate Planners & Councils The National Association of Estate Planners & Councils (NAEPC) is pleased to recognize Martin S. Finn, JD, LL.M., CPA/PFS, as an entrant into the Estate Planning […]

Now perhaps more than ever it is important to have an up-to-date estate plan. Recognizing the unprecedented nature of the times, the Governor has authorized the use of video conferencing (i.e. Skype, Zoom, FaceTime, WebEx) to execute your essential legal documents, including powers of attorney, health care proxies, living wills and last wills and testaments. Given […]

Our Commitment To You Even now – especially now – we are here for you Like all of you, we are doing our best in these challenging times to help “flatten the curve”. Although we cannot meet with you in our offices, we are still here for you, attending to your legal and tax needs. We […]