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Blog Posts in September, 2017

Guidelines for Protecting Yourself From Financial Fraud

It seems that the older we get, the more solicitations we receive from organizations or people that want to help us manage our money. Getting help is generally a good idea to make sure you are ...
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Do Your Estate Planning with Your Adult Children in Mind

Many parents are much more mindful of doing the proper estate planning while their children are minors than when they become adults. However, your adult children will thank you if you do these things ...
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10-Step Retirement Planning Guide for Everyone

Whether or not you have a happy and financially secure retirement starts way before the day you ever retire. Unfortunately, we tend to think of that day as sometime far in the future and let life take ...
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Avoid These 5 Common Retirement Mistakes

If you’re like most people and have worked all your life, you are probably looking forward to the day that you can finally retire. To do so successfully, you not only have to have your financial ...
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How to Determine Your Need for an Estate Plan

Not everyone needs an estate plan. If you have little to no assets to pass on or protect, it is likely that creating an estate plan would be a futile exercise for you. However, there are five ...
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Ask Yourself These Key Questions Before Making a Retirement Move

The popularity of HGTV programming is evidence that many of us dream of a home other than the one we’re living in right now, especially when it comes time for retirement. But before you make a ...
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5 Financial Facts About Retirement You Need to Know

You know that you have to save for retirement, but you probably don’t know how much. Depending on your age, you are probably contributing to a retirement plan through work and never pay much ...
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Transferring Ownership of Property via a Florida Quitclaim Deed

A quitclaim deed is typically used to transfer ownership of property without being sold, usually to family members or other trusted parties. There are several reasons why you might want to use a ...
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Top 10 Will Mistakes You Need to Avoid

If you take the time to create a Will, you should make sure your investment bears fruit -- in other words, don’t make any of these common mistakes that could invalidate your Will: 1. Choosing ...
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Before Naming Beneficiaries, Consider These 5 Estate Planning Rules

Before you name the beneficiaries of your estate, you should consider these five estate planning rules: 1. Beneficiaries of a will have to wait. Any assets you give to a beneficiary via a traditional ...
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Top 10 Checklist for an Estate Plan Review

If it’s been awhile since you’ve reviewed your estate plan, the perfect time to do it is now. Make an appointment with your estate planning attorney and be sure you cover all the points on ...
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5 Steps to Ensure Your Will Survives a Fight

One of the most important benefits of estate planning for many individuals is that it allows you to help prevent disputes among your loved ones after you are gone. Below are five steps to follow when ...
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What Trustees Need to Know About Their Legal Responsibilities

If you have just been named trustee of a trust by a friend or family member, you have a solemn legal responsibility to carry out all the rules of the trust. Use these 10 tips to guide you in your ...
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What Women Need to Know About Estate Planning Now

Women live longer than men and typically earn less during their careers, which is why it is important for women to learn at least the basics about estate planning and how it will affect their futures: ...
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