We Want to Draft Your Legacy

What if I Don’t Have a Florida Last Will and Testament?

May 15, 2020
Until now, you may have viewed writing a will as something you’d get around to doing someday. However, because of the vicious coronavirus, it’s time to treat writing a will as something every bit as important as washing your hands and using hand sanitizer, considering the potential consequences of not doing those things.
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Digital Assets Need to Be Protected In Estate Plans

May 14, 2020
The proliferation of digital footprints in our online communities raise demand for consumer tools and options for dealing with digital assets upon incapacity and death.
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Why Long-Term Care Insurance is a Really Good Idea

May 13, 2020
The value of long-term care insurance (LTCI) is an ongoing conundrum. There's no doubt we're living longer. According to, a site provided by the U.S. Department of Health and Human Services, at least 70 percent of people 65 and older will need long-term care services and support at some time in their lives.
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Does Your Estate Plan Need a Will, Trust, or Both?

May 12, 2020
One of the most fundamental choices you can make as you’re thinking about how to pass your assets on to heirs, is whether you hold assets in a revocable trust or more simply give them via a will. Both approaches have advantages, although trusts can provide significantly more benefits.
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How Low-Interest Rates Create Estate Planning Opportunities

May 11, 2020
A more present sense of one's own mortality may drive those who have not made plans before to begin the process of creating an estate plan. For those who have existing plans, are they up to date? How does the changing economic environment affect prior decisions?
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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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Welch Law, PLLC

641 University Blvd., STE 108,

Jupiter, FL 33458

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