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…
It is better to have a plan in place for the unimaginable, than to leave a family without guidance and protection. Experienced parents smile at memories of how tiny babies, especially first-borns, completely turn households upside down. Welcoming a new…
The increase may only be temporary for some, but others are seeing big changes in their Medicare bills. Plan ahead for this additional cost. Have you started seeing a separate invoice from Medicare, in addition to the deductions taken from…
Your net worth has very little to do with why you need a will. Everyone needs a will and an estate plan. The will does more than give you a chance to distribute your property as you see fit. Having…
This is a common question we hear. Read on for information to help figure out whether you need a trust and, if so, what kind fits your specific situation. For example, maybe you have a disabled child and you want…
A mother of a twenty-year old special needs son has turned herself in to the authorities. However, her son is still unaccounted for, and there’s no way to know if he is being properly cared for. She’s facing a long…