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Blog Posts in April, 2017

6 Things Aging Parents Should Do For Adult Children

While much advice is being given these days to children of elderly parents on how they can help with finances and healthcare, here is some good advice for what aging parents can do for their adult ...
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Top 10 Misconceptions About Estate Planning, Part 2 of 2

There are many myths about estate planning, probably because it’s something most people don’t like to thing about that much. We’ve taken the top 10 estate planning myths that could ...
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Top 10 Misconceptions About Estate Planning, Part 1 of 2

There are many myths about estate planning, probably because it’s something most people don’t like to thing about that much. We’ve taken the top 10 estate planning myths that could ...
Continue reading "Top 10 Misconceptions About Estate Planning, Part 1 of 2" »

Inherit an IRA? What You Don't Know Can Really Hurt You

If you inherited an IRA from someone who was NOT your spouse, there are certain rules you have to follow or risk losing a big chunk of that inheritance. Here are the steps you need to take to protect ...
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Retitling Assets After a Divorce

In Florida, once a married couple divorces, the ex-spouse is no longer entitled to the “surviving spouse’s elective share” of an estate, but property may be left to an ex-spouse in a ...
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Financial Pros and Cons of Late Life Marriages

Recent research on the financial ramifications of living together versus marrying for boomers over the age of 60 has found pros and cons in each of three important areas: Retirement -- Marrying before ...
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Estate Planning for Your Special Needs Child

Probably one of the most prevalent worries for parents of special needs children is the long-term care of that child once the parents are gone. There are ways to plan for the care of a long-term ...
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How to Establish a Pet Trust

While there are a number of different kinds of trusts, they all fall into two categories: Irrevocable trusts and revocable trusts. An Irrevocable Trust is a trust that cannot be changed in any way. ...
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Look for These Characteristics When Choosing a Trustee or Executor

Do you need help in choosing the right trustee, executor and agent for your financial power of attorney? This can easily be the most important decision you make with your estate plan. If your ...
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7 Reasons Why You Need a Florida Living Trust

If you are relatively young or do not have a complicated estate, a Florida Last Will and Testament may suffice to carry out your last wishes. However, there are advantages to creating a Living Trust ...
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Planning for Retirement in Another Country

Are you considering retirement in another country? You’re certainly not alone. A few years ago, American retirees were flocking south to Mexico, lured by cheap housing and a lower cost of ...
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Strategies for Protecting a Financial Windfall

Just about everyone dreams of winning the lottery, especially in dramatic fashion like Louise White, the 81-year-old Rhode Island woman who sent a family member to the store for rainbow sherbet and a ...
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6 Tips That Can Help You Retire Early

While there are lots of people who want – or, in some cases, have – to work well past retirement age, there are probably more of us who are looking forward to the day when all our days are ...
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Don't Underestimate These 5 Common Retirement Expenses

Planning your retirement can be challenging because of what you don’t know that can hurt you. As you put together your budget for retirement, don’t underestimate these five common expenses ...
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7 Ways to Protect Assets IF You Plan Ahead

The golden rule of asset protection is: plan ahead. Once the proverbial asset horse has left the barn, there is no point – or legal way – to close the barn doors. Once a divorce is filed, ...
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Key Factors in Deciding Whether to Pay Off a Mortgage Before Retirement

Conventional retirement planning wisdom put paying off your mortgage before you retire at the top of the “to-do” list. However, that may no longer be the case. With mortgage rates still ...
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Why You Need a Self-Proving Last Will and Testament in Florida

Anything you can do to decrease the amount of time your Last Will and Testament spends in the probate process is a kindness to your heirs. A self-proving last will and testament results in a faster ...
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Estate Planning Particularly Essential for Unmarried Partners

Quite a few couples that have elected not to wed may well believe that Florida estate planning is exactly the same for them as for married people. Regrettably, it is far from it, and that's why ...
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Joint Tenancy Will Not Replace a Last Will and Testament

Joint tenancy was never intended to replace a Florida Last Will and Testament, but there are some people who believe that if they have a joint tenancy agreement that leaves all their property to a ...
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10 Common Tax Filing Mistakes to Avoid

Here are 10 of the most common tax filing mistakes that you want to avoid this tax season: Wrong Name/Social Security Number. Everyone on your tax return, including dependents, must have the proper ...
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