Tag: Estate Planning Attorney

We Want to Draft Your Legacy

When Should You Fund a Trust?

October 13, 2021
For larger estates, a revocable trust is generally the most effective tool for avoiding probate. It involves some setup costs. However, it allows you to manage the disposition of all of your wealth in one document, while retaining control and reserving the right to modify your plan.
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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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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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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 Kind of Trust Is Right for You?

September 23, 2021
Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.
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Why Do You Need a Health Care Directive?

September 17, 2021
A heath care directive is a legal document that lets you express your health care preferences and, if you wish, designate authority to someone to make care decisions for you, if you cannot make them yourself.
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Do You Need Power of Attorney If You Have a Joint Account?

September 15, 2021
As you know, a power of attorney (POA) allows another person, the Attorney-in-Fact (AIF), to conduct business on behalf of the principal. The POA authorizes the AIF to sign for and on behalf of the principal.
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What Is the Primary Purpose of a Credit Shelter Trust?

September 14, 2021
A credit shelter trust is used to help married couples with significant assets pass their estates after their deaths to children or other beneficiaries without incurring estate taxes.
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When to Use a QTIP Trust

September 9, 2021
If you’re married, you may consider establishing a QTIP trust, which is short for qualified terminable interest property trust.
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Checklist for Estate Plan’s Success

September 3, 2021
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
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Welch Law, PLLC

641 University Blvd., STE 108,

Jupiter, FL 33458

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