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We Want to Draft Your Legacy

What are Non-Traditional Options for Long-Term Care Insurance?

July 11, 2022
There are other types of policies and investments that you can use to get long-term care benefits.
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What If My Spouse Doesn’t Use Long-Term Care Insurance?

July 1, 2022
Long-term care insurance helps pay for healthcare costs that aren’t covered by Medicare or conventional health policies.
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How Do I Pick a Life Insurance Beneficiary?

June 30, 2022
Choosing a beneficiary can be very simple, yet very important in any account that requires it.
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Your Cryptocurrency and NFTs Need to Be Included in Your Estate Plan

June 29, 2022
Handled incorrectly, your cryptocurrency could go poof. You need a password-sharing plan, a plan for naming beneficiaries, and, possibly, a trust.
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Do I Need a Generation-Skipping Trust?

June 28, 2022
Due to recent tax law changes, your family may be able to avoid adverse federal estate tax consequences when you leave assets to your adult children.
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Can My Gun Collection Be Part of Estate Plan?

June 27, 2022
Firearms are unique in this regard; guns are the only item of personal property that carry an inherent risk of legal peril, including potential criminal liability, so careful and deliberate planning is warranted.
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What Is the Proposed IRS Anti-Clawback Provision?

June 24, 2022
The Treasury Department is on the cusp of changing a taxpayer-friendly regulation regarding federal estate taxes, but there’s no need to panic. As long as taxpayers can show that their gifts are truly gifts, they should not be affected by the revision.
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Why Is Beneficiary Designation Important?

June 23, 2022
When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
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What Exactly Is a Prenup?

June 22, 2022
Signing a prenup doesn’t indicate that you don’t have faith in your marriage, just like buying car insurance doesn’t mean you expect to get in a crash.
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Does a Supplemental Needs Trust have an Impact on Government Benefits?

June 21, 2022
For disabled persons receiving financially based government benefits, a supplemental needs trust (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.
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Welch Law, PLLC

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Jupiter, FL 33458

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