Parents

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Not the Best Idea to List Minors as Account Beneficiaries

Leave a Comment / Estate Planning, Parents /

Parents of young children often wonder if it is the best idea list their minors as account beneficiaries. Usually, a parent will list the spouse as the main beneficiary, but would like to name children as a contingent beneficiary, in the event something happened to both parents. This practice of naming minors as account beneficiaries, along with a few others set forth below, will cause many unintended consequences.

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Free Healthcare Surrogate for Florida’s Essential Workers

Leave a Comment / coronavirus, Estate Planning, Healthcare Directives, Parents, Wills /

As a small token of gratitude, I am providing all essential workers and teachers with a Florida healthcare surrogate, at no cost to them. A healthcare surrogate allows your trusted friends and family to make medical decisions for you, if you are not able to make them for yourself.

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Estate Planning

Do I Really Need Estate Planning?

Leave a Comment / #GetMyGuardian, Estate Plan Organizer, Estate Planning, Guardians for Minor Children, Kid Care Package, Parents, Trusts and Estates, Wills /

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

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What is the Best Way to Leave Kids an Inheritance?

3 Comments / #GetMyGuardian, Estate Planning, Guardians for Minor Children, Kid Care Package, Parents /

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

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