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Blog Posts in November, 2014

How Boomers Can Make the Most of Their Inheritance

It has been estimated that baby boomers will be the recipients of the largest inheritance in history. In fact, a recent MetLife study found that up to $11.6 trillion could pass to this generation over ...
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What Type of Florida Will is Right for You?

Depending upon your life circumstances, there are several different types of valid Florida wills and you should be aware of the differences as you craft your estate plan: Simple Will: A simple will is ...
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5 Steps to Improve Your Financial Future

To make a move toward recovering your financial stability that probably took a beating in the past few years, estate planning experts recommend the following: Be realistic. Be prepared to revise your ...
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Do These 5 Things for Your Retirement Before Year-End

2014 is fast coming to a close, and if you have put off saving for your retirement there are five things you need to do before year-end that can help you get your retirement saving back on track: Make ...
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How to Overcome 5 Challenges to Early Retirement

Is it even possible to retire early anymore? If you start early and are aggressive about saving, then you probably can retire before you reach the age of 65. But first you need to overcome these five ...
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Make These 5 Estate Planning Moves to Protect Yourself After a Divorce

In the emotional upheaval of a divorce, many people neglect to plan properly for their future as a single person, especially when it comes to estate planning. Here are five moves you need to make to ...
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How to Tell If You Need an Estate Plan

If you are wondering if you need an estate plan, you are not alone. Many people ask estate planning attorneys every day if they really do need an estate plan. Regardless of your net worth, you need to ...
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10 Questions to Ask in an Estate Plan Review

If it has been some time since your estate plan was updated, it is time for you to schedule a thorough estate plan review. Here are 10 questions you should be asking in that review: 1. Have there been ...
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Mistakes to Avoid When Planning for Retirement

Retirement planning can be a challenge, primarily because you don't know how long you will live in retirement. But that shouldn't stop you from making a plan, especially since doing so can ...
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How to Choose the Right Executor and Help Them Succeed

Many people who live in Florida or own real estate here may not realize that the person they choose as the executor of their estate is required by Florida law to be related by marriage or blood. When ...
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5 Bad Habits That Can Ruin Retirement

There are five bad habits that could derail your retirement, making it more difficult to enjoy the golden years the way you have always envisioned them. These include: 1. Viewing retirement as an end ...
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What to Do Now to Pay the IRS Less Next April

Reducing your tax bill for next year means you need to do some planning before the end of this year; here are some tips for what to do now to pay the IRS less next April 15: Max out retirement ...
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Tips for Choosing the Right Executor for Your Estate

Everyone who makes a will must choose an executor – the person who will be responsible for handling your estate after you are gone. Since an executor can affect how your estate will be ...
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How to Avoid Common Obstacles That Can Threaten Your Retirement

According to a recent survey of Americans aged 50-70, a majority has experienced at least one major setback that threatened their ability to retire. The average amount lost was $117,000. Here is some ...
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Why You Need a Will if You Have Children

Most people are aware of how important it is to have a will in place if you have children. Crisis management for our most precious possessions — our children — should be at the forefront ...
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Estate Planning for the Single Retiree

Much has been written about estate planning for married couples entering their retirement years, but single people need estate planning just as much if not more. Currently, 55 percent of women over ...
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4 Considerations When Creating Your Living Will

It is currently estimated that 25 to 30 percent of Americans have living wills – legal documents that detail your wishes for end-of-life care. However, with growing technological advances in ...
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The 7 Rules of Effective Estate Planning

An estate plan is essential to protect what you've got and keep others from feuding over it once you're gone. Here are 7 tried-and-true rules for creating a sound estate plan: 1. Hire a good ...
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The Benefits of Naming a Trust as Beneficiary for Retirement Accounts

If you have substantial assets in tax-deferred retirement accounts that will pass to beneficiaries upon your death, it is likely that you would like to see that money last your beneficiaries as long ...
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Beware the Unintended Consequences Of Unequal Inheritances

Parents with more than one child should think carefully about the emotional legacy they want to leave before making final decisions about who gets what, since unequal inheritances can often have ...
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