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Surprising Ways Beneficiary Designations Can Damage a Florida Estate Plan

April 3, 2020
During the estate planning process, these beneficiary designations are reviewed to ensure that the beneficiaries are correct, and that the distribution of these assets conforms with the client’s intended estate plan.
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Florida Power of Attorney: The Second Most Powerful Estate Planning Document

April 2, 2020
A power of attorney, similar to a last will and testament, is a powerful document that must be created before it becomes necessary.
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Should my Florida Parents Move in with My Family?

April 1, 2020
Young adult children sometimes boomerang back to the safety of a parent’s home when money is tight, the going is tough or difficult times loom. Decades later, middle-aged children often become the safety net for their parents. For some aging parents, the right move is into their adult child’s home.
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Why Is Florida Estate Planning So Important?

March 31, 2020
Having an estate plan is among the most important things you can do for your loved ones. It is, however, a task many of us dread and put off dealing with until later in life. If there is one thing we can recommend, it is that it is never too early to start planning. However, it can be too late. Do you have an estate plan that will provide for your loved ones, in the event of death or upon incapacity?
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Should Florida Seniors Get Married?

March 30, 2020
There are some major financial benefits to tying the knot. From IRAs to Social Security and tax exemptions, there are many reasons (besides the obvious one: love) for older couples to say I do.
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Big Mistakes in Planning for Florida Retirement

March 27, 2020
You're chugging along with your savings goals, but are you really doing everything right? See if you're at risk for getting off track due to four all-too-common mistakes.
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How Bad Will Your Florida Estate’s Taxes Be?

March 26, 2020
There were only approximately 1,900 taxable estates in the U.S. in 2018, which is less than 0.1 percent of people who died that year.
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Protecting the Financial Future of Florida Children with Special Needs

March 25, 2020
Raising a child with special needs means extra health, safety and planning challenges that can be more stressful and expensive.
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Coronavirus: Execute Your Florida Designation of Health Care Surrogate, Now

March 24, 2020
In these uncertain times, it’s more important than ever to have your legal, financial and medical ducks in a row. Sadly, when serious illness strikes it is usually quite rapid and often unexpected. In these times, however, we do have forewarning that we are all at risk of contracting COVID-19, the coronavirus.
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Florida Estate Planning Is For Everyone

March 23, 2020
The most common misconception estate planning attorneys hear, is that someone doesn’t need an estate plan because their client isn’t elderly or on death’s door.
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Welch Law, PLLC

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Jupiter, FL 33458

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