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We Want to Draft Your Legacy

Stretch Out IRA Distributions, Even Without ‘Stretch’ IRA

November 24, 2020
The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss.
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Make Sure Your Florida Estate Plan Protects Digital Assets

November 23, 2020
Do you have accounts, records or information that are accessed using your mobile phone, through an internet connection, or by using a keyboard or through a touch-screen or tablet?
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What are the Responsibilities of a Trustee?

November 20, 2020
A trustee is a manager of assets in a trust. The grantor creates the trust and appoints the trustee. A trustee has a ‘fiduciary duty’ to serve the grantor and not benefit personally.
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Who Needs a Special Needs Trust?

November 19, 2020
If you are the parent of a person with special needs, you are well aware that the role you play is very different than it may be for other children. Properly planning to meet their financial needs, both in the immediate and long term, is a critical part of supporting your child. This support must often continue well past the typical age of adulthood, which means parents need to put in place financial tools to care for their children, in the event of the parents’ death.
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What Do I Need to Do after the Death of My Spouse?

November 18, 2020
The death of your spouse is a period of unimaginable grief. Unfortunately, there are many legal and financial obligations that will not wait.
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What Can I Do to Catch Up on Retirement Savings?

November 17, 2020
Are you among the millions of workers who have fallen behind on retirement savings?
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What Should I Remember when My Parents Move in with Me?

November 16, 2020
Moving elderly parents into your home can bring daunting challenges and unexpected closeness. Over the past 20 years, parents living with their adult children has become increasingly common.
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Estate Battles Over Personal Property Distribution

November 13, 2020
Personal property is a unique category of asset. Even in the simplest after-death distribution, personal property can become a hindrance to final distribution. There are a couple of reasons why.
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How Do I Know If Mom Left Me Her IRA as Part of my Inheritance?

November 12, 2020
My mother and father had retirement funds. My father passed and it went to my mother. My mother got remarried and she had a will when she died. My stepfather is to get what they agreed upon. She never made him the beneficiary of that retirement fund that was between my mother and father.,  However, when I asked to see the amount of this fund, the executor would not produce it. How can we find out the amount?
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Why Is a Roth IRA a Perfect Supplement to Social Security?

November 11, 2020
Though Social Security helps millions of seniors stay afloat financially, living on those benefits alone could mean winding up cash-strapped in retirement.
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