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The Difference between Power of Attorney and Guardianship for Elderly Parents

February 11, 2021
The difference between power of attorney and guardianship is a common question asked by adult children. Both roles share a duty to provide care and oversight of medical care and health.
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Can I Fire the Executor of My Will?

February 10, 2021
It’s possible to make changes to your will after it’s written, including removing or adding an executor, if necessary.
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Are Retirement Accounts Divided in a Divorce?

February 9, 2021
Gray divorce issues include weaving through the complications of splitting pensions, 401(k)s and more before the process is complete.
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Who Can Witness a Florida Will?

February 8, 2021
When making a will and testament, it’s important to follow the rules in your state to ensure the will is valid. One of those rules centers on the requirements for witnesses.
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It Is Important to have a Digital Estate Plan

February 5, 2021
What happens to all your digital accounts, services and property after you die? The official name for all these is a Digital Estate Plan. With the lines increasingly blurred between our on-and off-line lives, it's more important than ever to have a plan for your digital holdings.
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How do I Settle an Estate if I’m Named Executor?

February 4, 2021
Usually when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be tasked with carrying out a loved one’s final wishes.
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Wealthy Women Face Challenges in Estate Planning

February 3, 2021
Given the expectation the Biden administration will roll back some of Trump’s favorable policies of the past four years, tax consultants and accountants are already hard at work. But for HNW women, dealing with election fallout is minor, compared to the bigger fish they have been frying in the tax pan for decades.
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Can You Answer Key Retirement Questions?

February 2, 2021
You’re closing in on retirement, but you’re not there yet. Are you on track?
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Do I Assume My Parents’ Timeshare when They Die?

February 1, 2021
Can an owner of a timeshare will the timeshare back to the timeshare corporation and does the corporation have to accept it?
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Your Estate Planning Checklist for 2021

January 29, 2021
Early in 2021, you should communicate with your advisers and review several items about your 2020 planning, if that planning is to have any likelihood of succeeding.
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