In the next couple of weeks, we are excited to begin beta-testing our new Virtual Will Camp. This is a modern, virtual way to obtain estate planning documents quickly, easily, “at a distance” and accurately. Yes, we are doing this to respond to the new practice of “social distancing,” but, to be honest, this has […]
Virtual Will Camp-Why You Should Get in on the Beta Test Read More »
Estate Planning must modernize and change with the new coronavirus
Estate Planning Must Change to Respond to COVID-19 Concerns Read More »
As you begin to plan your estate, ask yourself these questions. They will help you to start seeing the big picture and also narrowing in on your wishes, desires and the expectations others may have of you.
Practical Considerations as you Plan Read More »
In reality, a “do not resuscitate” order finds its most useful application with a person suffering from a long-term illness. In that situation, one should clearly express their wishes in advance, rather than leave this heart-wrenching decision to the loved ones. Loves ones often face, not only conflicting opinions, but strong guilt and indecisiveness
What is a DNR under Florida law Read More »
This blog will focus more specifically on changes made to the beneficiaries that receive your IRA dollars in the future, after your death. I want to give you a snapshot of some issues so you can explore them in greater depth.
What You Need to Know if you Have an IRA (SECURE Act changes) Part 2 Read More »
If you are transferring your house, you need to be on the lookout before you get dinged with taxes. Florida’s documentary stamp tax is a special tax added onto the transfer of real property, unless there are exceptions
Transferring your house? Be on the lookout for these taxes Read More »
The four most confusing estate planning terms are: Living Will, Living Trust, Last Will and Testamentary Trust. Luckily, your days of confusion are over. Read on to clarify and distinguish each term so that you can stop confusing these four estate planning terms.
Four Estate Planning Terms to Stop Confusing Read More »
Have you heard about the new tax changes? Now is the time to start understanding these changes and determining if you need to make revisions to your estate plan.
What You Need to Know if you Have an IRA (SECURE Act Changes) Read More »
If you are not sure how a Last Will and Testament travels down the probate road, then look no further. This road map will explain the journey of your Last Will and Testament as it finds its way to probate court. You will finally understand the meaning of a Last Will and Testament, why it’s needed, and what happens after a person dies with or without a Will. So, jump in and let’s travel along the probate road
Your Roadmap to How a Will Travels Down the Probate Road Read More »
Defined contribution retirement accounts provide an enormous incentive for accumulation of funds tax-deferred. This tax referral must stop at some point, however as the government wants to start collecting its tax revenue. That is where the RMD comes in.
What are Required Mandatory Distributions (RMDs)? Read More »
