Do you know which of your accounts have beneficiary designations, like transfer-on-death (TOD) or payable-on-death (POD)? Have you updated them recently? Do you know what could go wrong if there (more…)
Think asset protection is just for the wealthy or high-risk professionals like doctors and lawyers? Think again! Anyone can face a lawsuit from a car accident, foreclosure, unpaid medical bills, (more…)
Having just returned from a conference on the West Coast, I had plenty of time and gave a lot of thought to all of my accumulated frequent flier miles. As (more…)
Valentine’s Day is for showing love and affection. By preparing a will and other estate planning documents, you can ensure your loved ones are well taken care of now and (more…)
Let’s Resolve to Review Your Estate Plan in 2025 The new year provides a timely opportunity to review your plan and ensure that life changes—such as marriages, divorces, or new (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…)
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