Act Quickly to Protect an Estate
When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.
WHY YOUR DIGITAL ASSETS NEED A PLACE IN YOUR ESTATE PLAN!
WHY YOUR DIGITAL ASSETS NEED A PLACE IN YOUR ESTATE PLAN! By Kevin P. Sweeney, JD, CFP® Home|Good to Know|Why Your Digital Assets Need a Place in Your Estate Plan As the world goes increasingly digital, many of us…
What Happens During the Probate Process?
What Happens During the Probate Process? The steps of probate are similar, even if there is no will. Probate is the court-supervised process of authenticating a last will and testament if the deceased made one. It includes locating and determining the…
If You Haven’t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60
If You Haven’t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60 March 19th, 2019 How frequently you should review your estate plan depends on how old you are and whether there has been a significant change in…
Avoiding Probate in Florida
Avoiding Probate in Florida How to save your family time, money, and hassle Updated By Valerie Keene, Attorney Need Professional Help? Talk to a Probate Attorney. Avoiding Probate in Florida. Probate court proceedings (during which a deceased person's assets are transferred…
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…
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…
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…