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Blog Posts in December, 2014

How to Discuss Your Will With Family

Many people are reluctant to discuss estate planning, but once a plan is made, a vast majority are even more reluctant to share that plan with family members. It may be because they fear a backlash or ...
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Could Your Heirs Miss Out on Your Life Insurance Benefits?

If you have a life insurance policy that you've been paying on for years, and have been comforted by the thought of the benefits it will leave for loved ones after you're gone, you have ...
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Why Women Must Plan Better Than Men for Retirement

According to a MetLife report, men are more likely than women to take the necessary steps to plan for a secure retirement. However, it is women who must consider more variables than men, because ...
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How to Successfully Manage an Inheritance

There are people who have probably given more thought on how they might handle winning the lottery than about how they will handle an inheritance – even though the odds are much, much better ...
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Estate Planning for What Your Family Values Most

The holidays are a time many families gather together, reminding us of the tangible items that make memories: great-grandmother's silver service, mom's china, childhood ornaments collected ...
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Avoid These 5 IRA Mistakes to Protect Assets

It is currently estimated that Americans have more than $6 trillion invested in IRAs, and much of this wealth will pass to their heirs. To ensure that it does, be sure you are not committing one of ...
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10 Steps to Successfully Plan Your Retirement

Many people make the mistake of not planning for retirement because they don't know where to begin. Don't let a lack of knowledge stand in the way of a successful retirement plan. Here are 10 ...
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Tax-Smart Strategies for Funding a Grandchild's College Education

One of the best gifts grandparents can give is to help pay for a grandchild's college education. And it's not that uncommon anymore as college tuitions rise and families are still struggling ...
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Tips for Splitting the Retirement Nest Egg in a Divorce

Boomers are divorcing more than any other previous generation since many are living longer and experiencing what researchers have called a "second mid-life crisis"; in addition, boomers grew ...
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5 Ways To Save On Estate Taxes

In 2015, the federal estate tax exemption will rise to $5.43 million for individuals and $10.86 million for married couples. While this means that most of us will not need to concern ourselves with ...
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10 Ways to Catch Up on Saving for Retirement

It's no secret that millions of Americans' retirement savings took a wallop during the recent recession, and many pre-retirees are scrambling to catch up. Here are 10 ways to help you ...
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Florida Case Clarifies Use of Trust Protectors

The use of trust protectors for irrevocable trusts is to provide some important flexibility to what used to be considered a totally inflexible way to shelter assets in trust. A trust protector is a ...
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Florida Elder Law: How to Help Parents Keep Their Independence

As parents age, many adult children find themselves having to lend a hand with the things our parents used to be able to do for themselves. The thing is, they still want to do these things for ...
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Guidelines for Getting Your Retirement Planning Back on Track

When it comes to planning for retirement, many people feel out of control these days, due to losses incurred during the recent recession. However, you can gain some control by implementing the ...
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Choosing the Right Trustee Key to Effective Estate Planning

If you are leaving assets to heirs via a trust, one of the most important estate planning decisions you will make is selecting who will administer the trust after you are gone. The person you choose ...
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Saving for Retirement: Guidance on How Much Is Enough (Part 2 of 2)

Whether you are years away from retirement or are much closer to it, the same questions plagues everyone saving for retirement: how much is enough? Before you can answer that question, you need to ...
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Saving for Retirement: Guidance on How Much Is Enough (Part 1 of 2)

Whether you are years away from retirement or are much closer to it, the same questions plagues everyone saving for retirement: how much is enough? Before you can answer that question, you need to ...
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How to Gift Wisely This Holiday Season

Gifting assets is a wonderful way to not only help family members or charitable organizations but also to help you save on taxes. And now is the time to consult with your estate planning attorney ...
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The Advantages of a Florida Living Trust

If you are relatively young or do not have a complicated estate, a Florida Last Will and Testament may be sufficient to carry out your last wishes. However, there are advantages to creating a Living ...
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How to Streamline the Florida Probate Process with a Self-Proving Will

Anything you can do to decrease the amount of time your Last Will and Testament spends in the probate process will be much appreciated by your heirs. A self-proving last will and testament results in ...
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How to Avoid Elder Financial Abuse by Relatives

Florida seniors are frequently targeted for financial abuse, many times by their own children or other relatives. Here are some tips to keep yourself – or your loved ones – safe: Establish ...
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How a Florida Living Will Ensures Your Wishes Will Be Respected

A Florida Living Will protects your interests should you become incapacitated and unable to make your own healthcare decisions. But will it be clear enough? When it comes down to it, the decisions ...
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Top 10 Things Every Florida Resident Needs to Know About Estate Planning

The end of the year is always a time that people break out various lists, and so here is our list of the Top 10 Things Every Florida Resident Needs to Know About Estate Planning: 1. Estate planning is ...
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