Your Estate Planning Checklist
If you like working off a checklist, use this as a step-by-step guide to your personal estate planning.
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Parents’ Legal Guide to Emergency Situations
You are already stressed, anxious and worried, so I hesitate to add “legal drama” to your concerns. So, instead of adding fuel to the fire, I will give you some easy things to do right now to safeguard your kids, give you peace of mind, and fill your time with productive work.
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Virtual Will Camp-Why You Should Get in on the Beta Test
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
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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.
What You Need to Know if you Have an IRA (SECURE Act Changes) Read More »