picture of balloons saying "21"

21 Reasons 2021 is the Year of the Estate Plan

If you’ve delayed getting your estate planning documents together, this year, 2021, is the year to get it done. Think about it. You are stuck in this pandemic which took away your control over so many things. You cannot travel and visit with others as you wish. This entire time can be viewed as a complete time waster, if we do not act to create something of value. How about using 2021 to create the joy of accomplishment?

picture of person wearing a mask

Pandemic Planning-Wills, Trusts and More

People under the age of 65 account for more than 20% of COVID-related deaths in the US. However, young people are less likely to have estate planning documents, like a will or advanced directive, in place than those of older adults. This means that many people who are dying from coronavirus likely do not have documents in place to dictate who cares for their children or what happens to their home or money.

Estate Planning

Do I Really Need Estate Planning?

Yes, you do need estate planning!  After all, I got into this area myself due to my own personal needs.  What’s more than that, I saw that my friends could benefit from it.  Most of us want to make plans and make things easier for our loved ones.  For more on Estate Planning based on …

Do I Really Need Estate Planning? Read More »

What is the Best Way to Leave Kids an Inheritance?

Do you know the best way to leave your kids an inheritance?  Keep in mind that a Florida child under 18  cannot inherit property in their own name above $15,000. Rather, an adult must manage that property for them until they can manage it for themselves. Thus, here are some options for a parent to …

What is the Best Way to Leave Kids an Inheritance? Read More »