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We Want to Draft Your Legacy

Am I Making One of the Five Common Palm Beach Gardens Estate Planning Mistakes?

May 8, 2020
When is the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don't want to make.
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Distributing Inherited Assets in Many Accounts

May 7, 2020
I am my late brother’s sole beneficiary on various investments held at different investment companies. I would like to divide the assets equally among three relatives.
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Estate Taxes Have Not Come to and End

May 6, 2020
To paraphrase Mark Twain: reports of the death of state estate taxes are greatly exaggerated. In fact, there are recent signs that states are starting to beef up their estate tax laws, instead of tearing them down. This, of course, is bad news for wealthier Americans, who had hoped that state lawmakers would continue burying these taxes.
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Why Gifting During Volatile Markets Makes Sense

May 5, 2020
The recent decline in asset values may make gifting a more attractive estate planning technique for many individuals, especially if you are considering gifts of stock or other non-cash assets.
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No Florida Will? Don’t Count on a Happy Ending for Your Family

May 4, 2020
At the time, he had gone so far as to have his will drawn up, but he hadn’t finalized it. In addition, he hadn’t authorized anyone to have power of attorney, in case of illness.
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How Can I Be a Good Caregiver?

May 1, 2020
Not everyone can afford to hire an in-home nurse or professional caregiver. Today, there are around 45.3 million unpaid, non-professional caregivers in the United States taking care of a loved one.
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Do You Have a Jupiter Estate Planning Blueprint?

April 30, 2020
When it comes to estate planning, not having a plan is a plan. However, it is not a good one.
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What’s the Difference Between an Inter Vivos Trust and a Testamentary Trust?

April 29, 2020
Estate planning offers tools to establish and maintain effective control over cash, investments and real estate assets during a person's lifetime and upon death. While wills and beneficiary designations work well to ensure that an estate plan meets the unique needs of the individual establishing the plan, each has its limits.
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How Does Former Nickelodeon Star Amanda Bynes Pregnancy Impact Her Conservatorship?

April 28, 2020
Amanda Bynes recently revealed that she is pregnant and now Us Weekly reports that her conservatorship may impact the custody of her baby.
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Handing Kids Keys to Your Florida Home Is Never Good Estate Planning

April 27, 2020
Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.
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Welch Law, PLLC

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