Category Archives: Estate Planning
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 »
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 »
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 »
Estate planning and divorce: One step to protect your children
It is rare that anything in law can be done with one step. Thankfully, when it comes to safeguarding your children’s financial future after a divorce, one relatively simple step can make a big difference. In fact, it isn’t even that painful – and as an added bonus, it is also an important step… Read More »
What strategies can help retirees preserve more of their wealth?
A solid estate plan can do more than help the beneficiaries of an individual’s estate. Estate planning can also help the testator preserve more of their assets once they retire. That’s because estate planning experts recognize many of the common pitfalls in this area. They also know many strategies that can help a testator… Read More »
Three estate planning tips to take before diving into summer
School’s out for summer! Almost. But before you pull out those board shorts, grab that sunscreen and head to the beach, it is a good idea to take a few steps to make sure your house is in order – your financial house. A big part of keeping your finances in order involves having… Read More »
Estate planning tips: Children with special needs
Planning for your family’s future financial needs can be intimidating. It leads to a myriad of questions. How much will it cost to keep the house? What should I set aside for medical and dental bills? What about college costs? These questions multiply when a member of the family has special needs. Special needs… Read More »
Strategies that can leave beneficiaries additional assets
One of the established goals of estate planning in Florida is to try and make sure that more of the testator’s assets are left to his or her beneficiaries. That’s because taxes, lingering debts and the probate process can be expensive and take a sizable chunk out of an estate’s assets. But there are… Read More »
When a Prince errs: Learn from the star’s estate planning mistakes
Even Hollywood royalty can make mistakes. This was highlighted by the recent revelation that music mega-star Prince did not have a will. The star’s mistake provides an opportunity for countless others to learn from this error. Prince was not alone; failing to put together a will is one of the four most common estate… Read More »
