May 15, 2020 •
Estate Planning 
Until now, you may have viewed writing a will as something you’d get around to doing someday. However, because of the vicious coronavirus, it’s time to treat writing a will as something every bit as important as washing your hands and using hand sanitizer, considering the potential consequences of not doing those things.
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When is the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don't want to make.
Read MoreApril 30, 2020 •
Estate Planning ![]()
When it comes to estate planning, not having a plan is a plan. However, it is not a good one.
Read MoreApril 23, 2020 •
Estate Planning ![]()
If you've heard of trust funds but don't know what they are or how they work, you're not alone. Many people know just one key fact about trust funds: they're set up by the ultra-wealthy as a way to protect passing on significant sums of money to family, friends or entities (charities, for example) after they pass away.
Read MoreApril 17, 2020 •
Estate Planning 
There are few challenges more emotional and difficult than caring for an aging loved one who has dementia. In addition to the normal challenges of aging, elders who suffer from dementia can experience dramatic temperament changes and require more attentive care. As the condition progresses, wandering becomes a risk and around-the-clock care may be needed.
Read MoreApril 10, 2020 •
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Maintaining a valid and current estate plan is vitally necessary in order to ensure the efficient and orderly dispersion of assets after a person dies. However, even a small mistake can create huge problems during the settlement process, and in many cases, these errors are impossible for anyone to correct.
Read MoreApril 9, 2020 •
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Do you ever worry about how your beneficiaries will manage their portion of their inheritance when you pass away? One solution that allows you to still exert some control over your money–even after passing–is with a revocable living trust (RLT).
Read MoreMarch 31, 2020 •
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Having an estate plan is among the most important things you can do for your loved ones. It is, however, a task many of us dread and put off dealing with until later in life. If there is one thing we can recommend, it is that it is never too early to start planning. However, it can be too late. Do you have an estate plan that will provide for your loved ones, in the event of death or upon incapacity?
Read MoreMarch 14, 2020 •
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One Justice from the Florida Supreme Court commented that the expensive litigation far outweighed any savings resulting from the pre-printed form.
Read MoreMarch 13, 2020 •
Estate Planning ![]()
An End-of-Life Checklist can avoid any confusion or questions that may arise among different family members.
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