Category: Estate Planning

We Want to Draft Your Legacy

Do I Need a Medigap Insurance Policy?

July 7, 2020 •
While Medigap policies are standardized, regardless of which insurance company sells them and where you live, the premiums can vary from insurer to insurer and among locations. Experts say that this makes it important to understand the differences you may see, when evaluating your options.
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Why You Need a Pet Trust During the Pandemic

July 6, 2020 •
Eighty-five million families in the United States own at least one pet. That’s 68% of the population. How many of those owners have a plan for what would happen to their pet, if they themselves met with a crisis, had a lengthy hospitalization, or died?
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What’s the Best Way to Make a Life Insurance Claim?

July 3, 2020 •
There might be a time in your life when someone you know pulls you aside at a family gathering and says that you’re the designated beneficiary of their life insurance policy.
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How Should I Take My Pension?

July 2, 2020 •
If you’re leaning toward choosing guaranteed lifetime income by remaining in the plan instead of taking the lump-sum offer, be sure you have confidence in your employer’s long-term viability.
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How Do I Avoid the Three Biggest Estate Planning Mistakes?

July 1, 2020 •
Planning for death is like any other transition of life, except this is one we can make easier for our loved ones. Don’t let the process of settling your estate, a process commonly known as probate, get in their way — and cost them more money.
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Will There be a Will Contest Regarding Carole Baskin's Long-Missing Husband?

July 1, 2020 •
A county sheriff in Florida is declaring that the will of Don Lewis — Carole Baskin's long-missing husband — was forged.
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What You Should Know about a Constructive Trust

June 30, 2020 •
A constructive trust isn’t a trust in the traditional sense. For example, if you were creating a revocable living trust there are certain steps you’d need to take, including drawing up the trust document, naming a trustee, choosing beneficiaries and transferring property or other assets to the trust. This type of trust could be used to manage your assets during your lifetime and beyond, on behalf of your beneficiaries.
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Update Your Jupiter Will at These 12 Times in Your Life

June 26, 2020 •
It is also important to realize that it isn’t merely ‘why’ you are updating your will, but ‘when’ you are updating that can make all the difference.
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What You Need to Know about Florida Trusts

June 25, 2020 •
Generally, if you own property, have life insurance and/or have other assets which total over $150,000 (including life insurance and real property), you are a candidate for asset protection.
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Can Kobe Bryant’s Widow Amend Trust?

June 24, 2020 •
Vanessa Bryant has filed legal docs to protect all of her children.  She is asking a judge to amend Kobe's trust, so she can provide for their youngest daughter, Capri, who was born after the most recent trust document was drafted and signed.
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