The Florida Probate process is so famous for its delays, costs and aggravation that most people try to avoid it, if possible. Some people, however, are known for saying something along the lines of, “It won’t matter, I will be dead.” (insert canned laughter). While it is true that your probate would occur after your […]
Avoid Florida Probate for your Family Read More »
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.
What You Need to Know if you Have an IRA (SECURE Act changes) Part 2 Read More »
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.
What are Required Mandatory Distributions (RMDs)? Read More »
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.
Making Appropriate Beneficiary Designations Read More »
