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…
What Is a Marital Trust and How Does It Work? Javier Simon, CEPF® JUL 24, 2019 A marital trust is a type of irrevocable trust that allows you to transfer assets to a surviving spouse tax free. It can also shield…
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…
A Financial Advisor’s Role in Estate Planning Katie Camann November 3, 2020 A Financial Advisor’s Role in Estate Planning. When forming an estate plan, a financial advisor plays a crucial role. As a financial advisor, you are focused on the client’s…
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? 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…
Should I Worry about Medicaid Estate Recovery? What is It? The Medicaid Estate Recovery Program (MERP) may be used to recoup costs paid toward long-term care. It’s designed to help make the program affordable for the government, but it can…
Don't Wait Until Your Parents Become Incapacitated to Plan for Your Future! Don't Wait Until Your Parents Become Incapacitated to Plan for Your Future! Have you ever been concerned about an older relative who seems to be making bad decisions?…
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? Aging can be both rewarding and challenging. With age we gain the wisdom we wish we would have had…