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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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Preparing for the Impact of Alzheimer’s Disease

November 10, 2020
It is estimated that by 2040, the number of Americans living with Alzheimer’s, dementia or other cognitive disorders is expected to double to close to 12 million due to the aging population, according to a recent study by RBC Wealth Management and Aon.
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What Changes are Happening to Social Security in 2021?

November 9, 2020
Here's a closer look at the seven biggest changes to Social Security in 2021
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Florida Estate Planning Actions to Consider before 2020 Ends

November 6, 2020
If you have not already been inundated with invitations to webinars, articles and newsletters regarding  estate planning, you should consider doing so before the end of the year, since you undoubtedly will receive these over the next few months.
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Can I Leave My Pet Some of My Estate?

November 5, 2020
In addition to writing wills, Minnesotans are now setting up trusts to care for pets, ranging from dogs and horses to parrots and raccoons.
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Prince’s Estate Hits the IRS with a Million Dollar Lawsuit

November 4, 2020
Prince’s sudden death in 2016 triggered numerous court proceedings. First, probate documents had to be filed in court because Prince died without a will.
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How to Benefit from a Roth IRA and Social Security

November 3, 2020
Although 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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The Wrong Florida Power of Attorney Could Lead to a Bad Outcome

November 2, 2020
When do you need your estate plan to ‘go to work’ for you? While you may think the right answer is ‘after I die,’ the actual answer is ‘if I lose the ability to manage my own affairs.’
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