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Blog Posts in July, 2017

How Florida Business Owners Can Protect Assets

If you are a Florida small business owner and want to protect both your business and personal assets, you need to look into the proper separation of those assets, including real property, intellectual ...
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The Do's and Don'ts of Leaving IRA Assets to Heirs

DO: Consult your estate planning attorney prior to naming beneficiaries. Your IRA beneficiary form and your last will and testament should be in sync – a San Antonio estate planning attorney can ...
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Can Changes Be Made to an Estate Plan After Death?

Building in flexibility into your Florida estate plan, which includes naming secondary beneficiaries, is an important aspect of creating a comprehensive estate plan. Still, many people wonder if there ...
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Retiring Soon? Be Sure to Avoid These 7 Common Mistakes

For many people, the day they can finally retire cannot come soon enough. However, research shows that a majority of Americans do not plan for their retirement -- not just financially, but emotionally ...
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Retirement Planning Guidelines For Single Women

Single women face a unique challenge when planning for retirement, since women live longer, earn less and may have moved in and out of the workforce more than men. Here are some retirement planning ...
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5 Topics to Talk to Your Spouse About Before You Retire

Many spouses are not on the same page when it comes to retirement. Some may disagree on the exact age when they want to retire, and others may have differing opinions on where they want to live. To ...
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Asset Protection Strategies for Late Life Marriages

Couples that marry later in life often bring significant assets of their own to the marriage – as well as children from previous marriages they want to receive those assets after they’re ...
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Under 40? These 5 Estate Planning Tips Are For You

If you are under the age of 40, estate planning is probably not at the top of your “To Do” list, but that doesn’t mean you should ignore it, especially if you are married and have ...
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What's the Plan for Your Digital Estate?

Many people who create an estate plan for their financial assets and personal property don’t realize they need to do the same for their digital assets – computers, tablets, smartphones, ...
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Money Mistakes to Avoid When You're Under 40

When you have left your 20-something lifestyle behind and are now in your 30s, you are probably becoming more settled and are looking more seriously at your future. Now is the perfect time for you to ...
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The 10 Numbers That Shape Your Retirement

A successful retirement is the result of a thorough planning process, one that begins and ends with 10 numbers that will shape your retirement: 1. Current living expenses. Take your current gross ...
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What to Do When a Loved One Dies in Florida

When a loved one passes away, there are many details that need to be handled. Unfortunately, these tasks require time and attention despite the fact that this is an emotional time for everyone ...
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The Importance of a Self-Proving Will in Florida

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 Remarrying Can Impact Your Financial Future

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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