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.
Inheritance Laws in Florida
Inheritance Laws in Florida Chris Thompson, CEPF® SEP 11, 2019 In Florida, there are no state taxes related to inheritance and the estates of those who have died. Below you’ll find detailed information about how the state handles its residents’ estates…
Britney Spears: “I Just Want My Life Back”
Britney Spears: “I Just Want My Life Back” Britney Spears opened up to a Los Angeles Judge on Wednesday. She told the judge that "she had been drugged compelled to work against her will and prevented from removing her birth…
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…
Should I Get A Prenup?
Should I get a Prenup? BY DORI ZINN Updated December 09, 2020 Marriage is supposed to be forever, but for some couples, divorce—not death—do them part. Fortunately, the divorce rate has been dropping in recent years, but it was still…
How Do I Use a Charitable Remainder Trust with a Large IRA?
How Do I Use a Charitable Remainder Trust with a Large IRA? Since the mid-1970s, saving in a tax-deferred employer-sponsored retirement plan has been a great way to save for retirement, while also deferring current income tax. Many workers put…
Revising Your Estate Plan After Divorce
Revising Your Estate Plan After Divorce If you don't update your will, trust, and beneficiary designations, your ex could inherit. By Mary Randolph, J.D. If you're going through the emotional and financial turmoil of a divorce, estate planning may be the…
What is a Disability Panel and How Does it Work?
What is a Disability Panel and How Does it Work? What is a Disability Panel and How Does it Work? Aging can be both rewarding and challenging. With age we gain the wisdom we wish we would have had…
I’m NOT in a Low-Income Bracket, I Couldn’t Possibly Qualify for Medicaid, Think Again!
I’m NOT in a Low-Income Bracket, I Couldn’t Possibly Qualify for Medicaid, Think Again! I’m NOT in a Low-Income Bracket, I Couldn’t Possibly Qualify for Medicaid, Think Again! Think you make too much money to be eligible for Medicaid? Have…
Benefits of Advanced Estate Planning
Benefits of Advanced Estate Planning Minimize taxes and protect your assets BY JULIE GARBER Updated November 20, 2019 Advanced estate planning—something more than a simple will or basic living trust—can be critical for people with valuable, taxable estates. It…