New Year’s Trivia Questions(answers appear below) 1. Question: Which country is the first to see the New Year? 2. Question: What is the name of the traditional Scottish songsung at (more…)
Thanksgiving may be the time to begin a family discussion about favorite family items and wishes for the future. The holidays may be a time for thanks and reflection, but (more…)
About Wills Did you know that the majority of Americans do not have a will? It’s true! The number of US households with a will has been steadily declining. But (more…)
Many believe a substantial portfolio is necessary for an estate plan, but your most valuable asset is your autonomy over your own decisions. About 9 years ago, I had a (more…)
Not having an estate plan is a failure to launch. The time to plan is now! Here’s a quick guide to key estate planning steps tailored to all millennials out (more…)
True or False:Estate or Inheritance Tax in Florida is higher than the national average. False.Thankfully, there is no state inheritance tax in Florida. True or False: If you inherit money (more…)
Believe it or not, it isn’t easy to disinherit your spouse. You can’t cut your spouse out of your estate unless they agree in a Prenuptial or Postnuptial Agreement. Even (more…)
February 19, 2024, is President’s Day. This is a great time to learn some lessons from our forefathers’ estate planning experiences. George Washington: Lessons for a Blended Family Washington, a (more…)
For many, a New Year’s Resolution may be to finally create your “Estate Plan.” You might be curious about using artificial intelligence “AI” or platforms such as Legal Zoom, Rocket (more…)
One of my New Year’s resolutions is to win the Lottery, which I am sure is the goal of many. What do we need to know if we win? Edwin (more…)
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