How to Keep Your Estate Plans Private.
How to Keep Your Estate Plans Private. Did you know that having a Will does not mean that it will not become public record? In fact, in the state of Florida, Wills are still subject to probate and all of the…
Pandemic Pets and Pet Companionship: 7 Benefits/Considerations for Care Coordination and Estate Planning
Pandemic Pets and Pet Companionship: 7 Benefits/Considerations for Care Coordination and Estate Planning One thing that many people learned as they were forced to stay at home during the pandemic is that pet companionship is important. For many, life trapped…
Things to Know About Being an Executor.
Things to Know About Being an Executor of an Estate Closing out the estate of a relative or friend who has died is an important, and time-consuming, responsibility by Carole Fleck, AARP Bulletin MILLER MOBLEY/REDUX Things to Know About Being an…
Do You Need An Asset Protection Plan?
The Basics of Asset Protection Planning – The Rules You Need To Know Jeff Rose, CFP® | June 24, 2020 While working with clients for almost two decades one of the most pressing concerns shared among all of them was protecting the…
Estate Planning Meets Tax Planning
By being very selective about who receives which type of money—whether Traditional or Roth IRAs, after-tax brokerage accounts, life insurance, etc.—you can dramatically cut the share that goes to the IRS and increase the amount going to your family.
What Can You Do to Help Support the Seniors You Love Right Now?
What Can You Do to Help Support the Seniors You Love Right Now? From Focus on the Family.com Assisting Aging Loved Ones With Estate Planning What Can You Do to Help Support the Seniors You Love Right Now? Do you…
Avoiding Unnecessary Probate Costs
Avoiding Unnecessary Probate Costs By BARCLAY PALMER Updated Dec 15, 2020 Each year, millions of dollars are spent on soaring attorney and court fees associated with probate proceedings upon the death of a loved one. Avoiding probate in estate planning…
There Are Now So Many Remarkable Things to Do With Ashes to Honor Your Loved One.
There Are Now So Many Remarkable Things to Do With Ashes to Honor Your Loved One. There are only a few things for certain in this life, and unfortunately death is one of them. Whether you are going through the…
The Pros and Cons of Qualified Personal Residence Trust
The Pros and Cons of Qualified Personal Residence Trust The Pros and Cons of Qualified Personal Residence Trust. A qualified personal residence trust (QPRT) is a special type of irrevocable trust that's designed to remove the value of your primary…
Springing Power of Attorney, Can an Agent Acts Under it Before the Principal is Incapacitated?
The Case of an Agent that Acts Under a Springing Power of Attorney Before the Principal is Incapacitated APRIL 28, 2021 By Jill Roamer, J.D., CIPP/US Medicaid Planning, Elder Law The Case of an Agent that Acts Under a Springing Power of Attorney…