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Blog Posts in May, 2015

How To Choose The Right Trustee Or Estate Executor

When trying to decide whom to name as the executor of an estate or a trustee of a trust, many people turn to their children or close family members. Parents with more than one child often feel they ...
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Avoid These 4 Costly Social Security Mistakes to Maximize Benefits

For most Floridians, Social Security makes up an important chunk of their retirement income, so avoiding costly errors now can make a huge difference in how you will live once you retire. There are ...
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The Financial Impact of Remarriage in Florida

Clearly the decision to get remarried is more than a financial one, but there are some factors that should be taken into consideration, especially if you are older. The decision to remain single or ...
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The Benefits of Using a Living Trust To Leave Assets for Minor Children

If you are the parent of minor children, you are undoubtedly concerned that your children will be well taken care of should something happen to you. You may have already planned for this by naming a ...
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5 Money Mistakes That Could Jeopardize Your Retirement

As we age and near retirement, the financial decisions we make tend to have repercussions that can linger long into retirement. If you are even a decade or more away from retirement, committing any of ...
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4 Tips on Protecting an Inheritance from Taxes

While inheritances are not considered income for federal tax purposes, any earnings that may come from that inheritance will be taxable, including dividends on inherited stocks or mutual funds. Your ...
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Why You Should Talk to Your Kids About Their Inheritance

Parents are notoriously skittish about discussing inheritance matters with their adult children, but there are many good reasons for you to do so. Here are 7 of them: 1. No surprises. Explaining to ...
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Life Insurance: Avoid These Mistakes When Naming Beneficiaries

Life insurance benefits can be a huge help to surviving spouses and families who need ready cash for living expenses since these benefits pass to heirs outside probate. However, you must take special ...
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Tips on Retirement Planning for Baby Boomers

Baby boomers represent the largest population segment in the U.S., with more than 10,000 of them turning 65 every day. Unfortunately, many are financially unprepared, which is why financial planners ...
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How to Jumpstart Your 2015 Florida Estate Planning

Did another year slipped by without you developing a new estate plan or updating your old one? If so, let 2015 be the year you accomplish this important task for protecting both yourself and your ...
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The Estate Planning Benefits of Making a Family Loan

A lingering effect of the economic recession of recent years is the difficulty individuals still have in obtaining loans, especially if they are young. Parents or grandparents of young borrowers can ...
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6 Steps To Protect the Validity of Your Florida Will

Reviewing your will when life brings change – like a birth, a death, or a divorce – will help ensure your will is valid and does what you intend for it to do. Here are some other things ...
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Avoid These Costly Mistakes with Your IRA or Heirs Could Suffer

Americans currently have invested more than $5 trillion in IRA accounts, and much of these assets will eventually pass to heirs. To ensure that as much of these assets pass according to your wishes, ...
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The Benefits of Placing Retirement Accounts in a Trust

Many people who do a good job of saving for retirement in tax-deferred retirement accounts usually leave a good portion of these assets to heirs. And while you may wish that your heirs would protect ...
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How to Tell If You Are Ready to Retire

If anyone kept statistics on such things, Friday is probably the workday that has more people thinking about retirement than any other day of the week. But being mentally ready to retire is not enough ...
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Making an Estate Plan for Your Pets

What will happen to your pets if they outlive you? Most of us have come to view our pets as important members of our family, and if you have always had a pet, chances are they will be with you until ...
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Avoid These 6 Dangerous Retirement Decisions

Although it may be tempting to tap into retirement savings when you face a temporary cash flow crunch, you could be robbing yourself of a more secure financial future if you do. Here are six ...
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5 Things to Discuss With Your Spouse Before Retirement

A couple of years ago, a well-publicized study by Fidelity Investments found that many spouses are not on the same page when it comes to retirement. A majority disagreed on the exact age when they ...
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Asset Protection Keeps Money Safe From Lawsuits

While there are many options in trusts that will help protect your money, your money may already have a good degree of protection, depending on where it is and the manner in which it is kept. Before ...
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7 Ways to Recharge Your Retirement Plan

With the roller coaster ride our economy has been on in the past few years, many people may already feel their retirement has been ruined – especially those boomers who are on the verge of ...
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