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We Want to Draft Your Legacy

Which Famous People Have Made The Greatest Estate Planning Mistakes of All Time?

March 17, 2020
About 55% of Americans do not have a will. Even more worrisome is the fact that less than one in five millennials have a will. The top reason why Americans don’t have a will, is simply procrastination, followed by the feeling of not having enough assets, and a fact that it’s too expensive to set up.
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Covid-19: Florida Estate Planning Decisions to Make Right Now

March 16, 2020
“Don't panic” has been a common refrain from government leaders, public health professionals, and across social media from well-meaning people trying to keep everyone calm during the coronavirus pandemic.
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Should You Move Your 401(k) to A Roth?

March 16, 2020
Research shows that moving 401(k)s to after-tax contributions would boost tax returns in the short term, but leave retirees worse off.
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A Florida Do-It-Yourself Estate Plan Can Be Bomb

March 14, 2020
One Justice from the Florida Supreme Court commented that the expensive litigation far outweighed any savings resulting from the pre-printed form.
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An Essential Florida End-of-Life Checklist

March 13, 2020
An End-of-Life Checklist can avoid any confusion or questions that may arise among different family members.
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Generating Income in Florida after Retirement?

March 12, 2020
After a lifetime of working and saving, retirement is the light at the end of the tunnel. Most of us envision it as a time of rest and relaxation, when we enjoy the fruits of our labors. We envision a steady source of income without the need to go to work each day.
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How Should Jupiter Residents Prepare for Early-Onset Dementia?

March 11, 2020
Some health care facilities in our area say they are seeing more cases of early-onset dementia than ever before.
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Florida Business Owners Must Think Ahead for 2020 Elections

March 10, 2020
Planning for changes to the estate tax and the valuation discount for small businesses can be challenging. Here’s how to take advantage of them now.
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What Exactly Is the Estate Tax?

March 8, 2020
The estate tax in the United States is a tax on your right to transfer property to other individuals upon your death, according to the IRS. In other words, when you die, the U.S. government might be entitled to a portion of your assets before the remainder can be passed to your heirs. Not all inherited assets are subject to the estate tax. In fact, the U.S. estate tax only affects the wealthiest households.
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Why is it Better to Have an Estate Plan in Florida?

Estate planning attorneys will agree that it is better to die with a properly drafted will, than to die without one. If you don’t have one, consider getting one.
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Welch Law, PLLC

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Jupiter, FL 33458

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