Category: Estate Planning

We Want to Draft Your Legacy

Does the Way I Title My Assets Have an Impact on My Estate?

August 26, 2022
The way in which assets are titled can be vital to your estate plan and asset protection goals.
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What’s the Most Important Step in Farm Succession?

August 25, 2022
Succession and estate planning is difficult and time-consuming. However, it is also a key step for a business that can grow into the future.
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What Happens to Digital Assets After Death?

August 24, 2022
Regardless of the preferred record-keeping mode, most people have some sort of digital footprint, making it important to know who would have access to your digital assets if you became incapacitated and how those assets would be distributed in the event you pass away.
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Is ABLE Account the Same as Special Needs Trust?

August 23, 2022
Many families help their disabled loved ones with whatever resources they have, if they can, but this must be done carefully to protect eligibility for government aid. An ABLE account—named for the Achieving a Better Life Experience Act—can be paired with Special Needs Trusts to improve the quality of life for the disabled family member.
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Is it Important to have an Estate Plan?

August 22, 2022
Estate planning is not just for affluent individuals. While good estate planning can lead to desirable financial outcomes under the right circumstances, estate planning in its most basic form involves implementing the legal steps and directives that are necessary to ensure that your health and your assets are managed properly in the event of incapacity and death.
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Remember Medicare and the Important Deadlines

August 19, 2022
Learn the most important deadlines you or a loved one will have to keep in mind for Medicare.
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Can Trusts Help Create Wealth?

August 18, 2022
One type of trust, the qualified perpetual trust, can be used to pass assets down to your beneficiaries, decade after decade.
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What’s the Difference between a Living Will and a DNR Order?

August 17, 2022
Q: Is there a difference between a ‘living will’ and a ‘do not resuscitate’ order? A living will is a written statement describing a person’s wishes about receiving life-sustaining medical treatment in case of a terminal illness if they are near death or in a persistent vegetative state.
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Do You Need a Power of Attorney?

August 16, 2022
When it comes to a power of attorney document, you don't seem to need it – until you suddenly, desperately do.
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Why Do I Need Life Insurance?

August 15, 2022
Life insurance is designed to protect your loved ones’ financial security if you pass away.
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Welch Law, PLLC

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Jupiter, FL 33458

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