Estate Planning Must Change to Respond to COVID-19 Concerns
Estate Planning must modernize and change with the new coronavirus
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Practical Considerations as you Plan
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.
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What is a DNR under Florida law
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
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What You Need to Know if you Have an IRA (SECURE Act changes) Part 2
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.
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Transferring your house? Be on the lookout for these taxes
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
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Four Estate Planning Terms to Stop Confusing
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.
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What You Need to Know if you Have an IRA (SECURE Act Changes)
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.
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Your Roadmap to How a Will Travels Down the Probate Road
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
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What are Required Mandatory Distributions (RMDs)?
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.
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Making Appropriate Beneficiary Designations
You may create the best Estate Plan for your family, but if you do not have property beneficiary designations for your accounts, all of your good attentions will be thwarted.
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