The words “probate” or “court”, independent of each other, commonly cause anxiety and sometimes, even fear. Those emotions are heightened when you or a loved one is faced with having to go through the probate process after having suffered the loss of someone near and dear. In the event you or a loved one is […]
What is a power of attorney? A power of attorney, usually abbreviated as “POA,” is a personal agent appointed by a principal to assist with the day-to-day financial affairs due to incapacity, inconvenience, or other reasons. In many cases, the agent acts alone on behalf of the principal when they are unable to do so.
What is a POA and are they important? Read More »
How to dispose of your assets in Florida through a Last Will.
How to Create a Simple Will Read More »
Avoiding probate comes in many forms. One of those is by ensuring you create payable-on-death accounts with your financial institutions.
The Importance of Making Your Accounts Payable-On-Death Read More »
The step-up in basis reduces the capital gains tax on inherited assets. It is an effective way to preserve an inheritance and save money.
A Step-Up In Basis to Reduce Capital Gains Read More »
