We Want to Draft Your Legacy

What are the Worst Things to Leave in My Estate?

October 12, 2021
If you’re planning an inheritance, be careful about leaving these assets to a loved one. They may create more trouble than they’re worth.
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What Is the Best Thing to Do with an Inherited IRA?

October 12, 2021
Inheriting an IRA from a parent has a unique set of rules you need to know, which will help you make the most of the money you inherit and avoid a tax-time surprise.
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You Need a Buy-Sell Agreement for Your Business

October 8, 2021
What happens at your company when a shareholder dies or becomes disabled, or wants to leave? These are just two of the potential scenarios that can be properly addressed with a buy-sell agreement.
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Beneficiary Controlled Trust May Be Answer to Protecting Legacy

October 7, 2021
Life is messy sometimes. Divorce, bankruptcies and lawsuits happen. They can potentially wipe out the inheritance you’ve carefully set aside for your loved ones. However, there are many trust options to help keep life from ruining your legacy.
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What are the Key Documents in an Estate Plan?

October 6, 2021
It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your assets. However, it also helps protect your loved ones from unnecessary hassle and expense – as well as potentially months, even years, tied up in the court system settling your estate.
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What You Need to Know about Long-Term Care

October 5, 2021
As retirees live longer, many worry about outliving their savings. However, many older Americans haven’t planned for a looming expense: the cost of long-term care.
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Mega-IRAs Could Be a Source for New Public Policies

October 4, 2021
Congressional Democrats are weighing a new type of required distribution from individual retirement accounts, based on the account value instead of age, according to a discussion list of policy ideas obtained by CNBC.
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How to Protect an Estate from a Rotten Son-in-Law

October 1, 2021
Whatever the reason, whether your life is a bed of roses or a getting-worse-nightmare, there are things you can do now to insure what you leave will go to who you want. And when. And in what portion or portions.
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What Is a Power of Attorney?

September 30, 2021
A power of attorney is an important document. It is, nevertheless, frequently disregarded in estate planning. People usually concentrate their efforts on their wills and trusts, naming a power of attorney at the last minute.
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Should I Keep My Life Insurance Policy?

September 29, 2021
For many, there are potential benefits to continuing a life insurance policy or purchasing certain types in retirement, when it comes to taxes, estate planning and long-term care. Here are some ways to use a life insurance policy that you may not know about.
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Welch Law, PLLC

641 University Blvd., STE 108,

Jupiter, FL 33458

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