Author Archives: Site Administrator
3 estate planning tips to help Boomers prepare for retirement
Retirement is quickly approaching or already beginning for most Baby Boomers. This innovative and independent generation has many things to look forward to, potentially including travel to exotic locations, road trips across the country and taking the time to learn new things. Whatever adventures await, this generation also has a hurdle to overcome that… Read More »
Financing Fido: Should you consider a pet trust?
Pet lovers often consider their dogs, cats, birds and other pets as fury, feathery or scaly family members. Opening your home to a pet comes with many joys, results in some interesting stories and can even have some health benefits – but it also comes with a cost. A literal cost. The care and… Read More »
Case shows how estate planning snafu snubs intended beneficiary
The devil is in the details. This phrase is often true when it comes to legal matters. A recent case is bringing attention to just how important the details are when it comes to estate planning. What happened in this case? The case involves a woman who was going through a divorce. In an… Read More »
What advantages can a living will provide?
An estate plan should usually include different types of documents that establish all of a testator’s final wishes. And, while wills and trusts usually form the foundation of a good estate plan, there are other equally important documents that could be considered. One type of document that can provide specific estate planning advantages is… Read More »
Need an estate lawyer? Three times the answer is yes.
Is putting together an estate plan on your summer to-do list? If not, it should be. Putting together an estate plan is important to everyone, regardless of net worth. If you are uncertain about whether or not a plan can benefit you, ask yourself these three questions: Do you want to have a say… Read More »
Advanced estate planning can offer significant advantages
A good estate plan is essential for anyone who wants to have peace of mind over their assets and legacy. Starting with the basic building blocks such as a will, an estate plan can be either quite simple and direct, or more complicated and involved, depending on the testator’s situation and needs. More involved… Read More »
Preparing for baby? Three tips to get your finances in order.
Getting ready for a baby is an exciting and terrifying time. Putting together a crib and changing table prove to be bonding experiences of epic proportions for parents. This is true both with the emotional it’s-really-happening as well as the typical putting-together-furniture-is-so-frustrating issues. Amid these bonding experiences, you may find yourself having panic attacks… Read More »
What are some common reasons for challenging a will?
A will is supposed to contain the final legal wishes of the testator and most people gathered at a will reading believe that this is probably the case. However, there are always situations where an heir believes that the testator’s will isn’t valid, but believing this to be so is just not enough. Someone… Read More »
Car crash spike in Florida translates to higher insurance costs
Floridians are facing more than just steep temperatures this summer. A recent report by the Tampa Bay Times notes that the state has experienced an uptick in the number of car crashes. This increase in auto accidents has also translated to a jump in insurance costs. The former state Insurance Commissioner notes that accidents… Read More »
Prince’s estate may owe more than it’s worth
Estate planning is more than just determining who gets what. This legal process can also be used to help reduce the taxes imposed on your estate. A failure to put together a plan leaves your estate at the mercy of the government – which can lead to steep tax bills. How steep? In short,… Read More »
