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We Want to Draft Your Legacy

Do You Need a Florida Revocable Trust?

March 20, 2020
Probate can be a long, arduous, and costly process—especially in states that aren’t considered probate-friendly. Enter a workaround that is being used by an increasing number of people: revocable living trusts.
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Is Life Insurance Good for My Florida Estate Plan?

March 19, 2020
Most American adults own life insurance, yet the buying process can be perplexing and pose traps for the unwary — and cause financial problems years down the road.
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C19 UPDATE: Florida Employers Now May Help Employees with Tax-Free Direct Disaster Relief Assistance

March 18, 2020
On March 13 President Trump declared a national emergency due to extraordinary circumstances resulting from Coronavirus. This Declaration opens up new methods for employers to provide tax-favored financial assistance to employees affected by the virus.
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When Is It Time For My Dad To Give Up The Car Keys?

March 18, 2020
Older drivers these days are keeping their licenses longer and logging more miles on their cars than in the past, according to the Insurance Institute for Highway Safety. Nevertheless, fatal crash rates do tend to increase considerably after age 70 and reach their peak among drivers 85 and older.
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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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Welch Law, PLLC

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Jupiter, FL 33458

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