Results for Retirement Estate Planning

You have options when it comes to your Florida estate plan, and some estate planning tools and methods allow you to accomplish specific objectives that others might not. As a parent, you may focus on

When moving to a new state, you may have to sever some or all of your ties to your former state. Half measures can leave you open to tax claims by your former home state.

A second marriage can be a balm for the heartache of losing a spouse, be it through death or divorce. Nevertheless, if there are children or other heirs involved, you should consider carefully what will happen with your money and possessions, when you pass on.

Under trusts and estates law, half-siblings are treated exactly like full siblings. There’s no difference.

Misconceptions exist about the relationship between age and estate planning. Yes, older people may prioritize estate planning for reasons related to advancing age and health concerns. That does not

Why You Should Include Estate Planning in the PreparationYou may have been running around for weeks, getting your new college student off to school. It's exhilarating, and your heart likely is bursting at the seams. You're probably prouder than words can express, but you’re also a little

The loss of a spouse is one of life’s most painful and stressful events, and there are financial land mines that a newly widowed person should be aware of and avoid: 1. Making rash financial decisions. Some financial tasks – paying bills, collecting on life insurance, identifying accounts – can’t wait, but most can. Many…

Estate Planning is often misunderstood. People often think it’s only for the really rich, the really old, or both. But the truth is Estate Planning is appropriate for all of us.

Start Spring Cleaning with these 5 Estate Planning Tips! As we start preparing for the Spring by cleaning and organizing our homes, it is also a good time to organize our property and plan for our loved ones. This process…Read more ›

Likely you want any inheritance you leave to be a blessing rather than a curse, yes?