We Want to Draft Your Legacy

Who Should Be Your Executor?

July 26, 2022
An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.
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What’s Involved with Being a Trustee?

July 22, 2022
Being a trustee is difficult but adopting these four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.
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What Is Power of Attorney and Is It Important?

July 21, 2022
Of all of the essential estate planning documents, the durable general power of attorney is usually the document that is needed first.
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What are the Advantages of a Business Trust?

July 20, 2022
Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.
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What Is the Best Asset Protection?

July 19, 2022
Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
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What Does a Blended Family Need to Know about Finances?

July 18, 2022
When combining finances as a new family, there’s lots to consider. To make the best choices, here are six key areas to plan ahead and consider.
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Estate Planning Tips for Solo Seniors

July 15, 2022
So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
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RMD Formula Changes for First Time in 20 Years

July 14, 2022
The IRS has good news for retirees: you can now keep more money in your tax-deferred retirement accounts thanks to lower required minimum distributions (RMDs).
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What Is a TOD Beneficiary?

July 13, 2022
The primary advantage of naming TOD beneficiaries for your accounts is that it can make the inheritance process much simpler, faster and less expensive.
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What Common Mistakes are Made with Living Trusts?

July 12, 2022
Of course, just because you have a living trust doesn't mean you're all set. Here are a few of the most common mistakes people make with their living trusts.
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Welch Law, PLLC

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Jupiter, FL 33458

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