Update Will at These 12 Times in Your Life
It is also important to realize that it isn’t merely ‘why’ you are updating your will, but ‘when’ you are updating that can make all the difference.
How do I include my Grandchildren in my Estate Plan?
How do I include my Grandchildren in my Estate Plan? Grandchildren are often on the minds of those doing estate planning; learn the best strategies for including them in your plan. Similarly to planning the transfer of assets to your…
Why Should I Get a Gun Trust in Florida?
Why Should I Get a Gun Trust in Florida? The State of Florida allows residents to possess certain firearms and accessories that are regulated under Title II, Class 3, of the National Firearms Act. These items include, for example, machine…
Retirement Planning and Declining Abilities
When a loved one is experiencing cognitive decline, emotional and medical considerations often overshadow the financial planning that needs to happen. This is a potentially costly mistake.
Do Beneficiaries of Special Needs Trusts Have Rights?
Do Beneficiaries of Special Needs Trusts Have Rights? A special needs trust is set up to provide money for the care and support of the beneficiary with special needs. A trustee is then named or appointed to manage the trust’s…
Preparing for an Emergency Includes Power of Attorney
If you experienced a temporary illness or needed someone to quickly step in to pay your bills, would your finances be organized enough for them to handle?
How Do I Revoke a Trust on My Home?
I want to revoke my trust on my house. How much would this cost? I need to do this quickly and don't know how to go about it.
The Financial Legacy of Walt Disney’s Heirs and the Role of Trusts
The Walt Disney Company has come a long way since it was founded by brothers Walt and Roy O. Disney nearly a century ago. What began as a cartoon studio is now a media powerhouse, complete with amusement parks and properties.
The Latest on Kirk Douglas’ Estate
Old Hollywood didn’t pay stars well by modern standards, but Kirk had the wisdom to own his most iconic films and pour the profit into property. Soon philanthropy will force tough choices. The death of any giant produces shockwaves. Where Kirk Douglas is concerned, those ripples reveal how much the entertainment landscape changed in his lifetime and how much the numbers have grown.
An Introduction to ABLE Accounts
An Introduction to ABLE Accounts When Congress passed the Achieving a Better Life Experience (ABLE) Act in 2014, it was a game-changer for families with special needs. For the first time there was a tax-advantaged way to put money aside for…