Planning a funeral seems to be more appealing than for the hard truths about aging, which include illness, discomfort and often, a loss of dignity. Always going their own way, boomers seem to have decided it’s okay to plan a…
If you are asked to serve as someone’s power of attorney, you’ll need to understand what they are asking you to undertake. If you are asking someone to be your power of attorney, you should know what it is you…
There is a Boeing 457, but that’s not the same as a 457 retirement plan. A 457 retirement plan is also different than a 401(k) plan. Which one you can participate in, depends on where you work. The world of…
Single people with no children sometimes feel like they might live forever. We know that’s not true, but children do seem to serve as markers of the passage of time. The protections offered by an estate plan for singles while…
While it may all even out in the end, when you take your benefits could have a real impact on the quality of your retirement life. Any big decision is easier to make, when you have all the necessary information.…
Placing the family home into a life estate can be a worthwhile move, since it permits an aging parent or other family member to remain in the house, while allowing heirs to have eventual ownership. A family had fond memories…
Most people tick off the boxes for their IRAs with mutual funds offered by the plan’s custodian. However, for the adventurous independent investor, your IRA could be used in overseas markets. There’s a world beyond domestic mutual funds, bonds and…
Many families today are turning to using trusts to protect their children who cannot manage their lives or inheritances, due to a substance abuse problem. Naming the right person to serve as a trustee, is a vital part of setting…
Some families don’t talk about money, while others don’t talk about death. Smart families talk about both, because they recognize that there is a business component of their lives that needs to be addressed. Widely regarded as one of the…
Florida passed the Electronic Documents Act (HB 409), which was signed into law by Gov. DeSantis on June 7, 2019. The law will take effect on January 1, 2020. Wasn’t this vetoed in 2017? In 2017, the Florida legislature passed…