South Florida Estate Planning News
Recent Posts and Articles
5 Ways Your Will Can Become Useless, Or Close to It
While wills do not have expiration dates, certain changes can render them useless. When this happens, having an out-of-date will can be the same as having no will at all. It is important to review your will periodically to ensure it still does what you want. We examine five ways your will can become out-of-date
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ASSET PROTECTION
Business owners and entrepreneurs must use asset protection strategies to minimize risk to personal assets from creditor’s claims and litigation. Here a a few strategies to use to protect your assets!
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Meeting during the Covid-19 crisis
Some exciting news that I want to share — we will be able to meet in our office- in person — very soon! I am still social distancing, so Zoom meetings and “Drive-By” signings are still available — but we are making progress!
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A Bit of Relief for Retirement Account Owners
The coronavirus pandemic caused the stock market to tumble, depleting many retirement accounts. RMDs for this year would be based on the value of the account at the end of 2019, when the account likely had more money in it because the stock market was at a high point. Although the market has rallied somewhat, it still isn’t back to where it was at the end of 2019.
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Spare your Heirs Undue Stress
Organize your wishes so your heirs don’t have undue stress.
Open to download my Ultimate Organizer PDF so that your family will have less stress during a very stressful time.
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Five Common Mistakes with “DIY” (Do It Yourself) Estate Plans
A DIY estate plan can lead to a false sense of security because it may not achieve what you think it does. If your DIY will is not valid, your property and money will go to heirs specified by state law—who may not be the people you would have chosen. An unfunded trust will be ineffective.
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How to Protect Your Will From Unhappy Relatives
Will contests should be avoided at all costs. Not only can a contest derail your final wishes, but it can also rapidly deplete your estate and wreak emotional havoc on the family members left behind. Fear not. With proper planning, you can prevent that from happening.
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Don’t Risk it: Protect Your Finances From Coronavirus Complications
While feeling healthy, individuals should plan ahead now and ensure that someone will take care of their financial duties by setting up a Financial Power of Attorney.
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Preparing for Coronavirus: The #1 Legal Document Every Adult Needs to Have
As the coronavirus continues to disrupt daily life and leave Americans uncertain of the future, you don’t have to feel helpless during this pandemic. In fact, now is a great time to be proactive and plan ahead should you or a loved one fall ill. One of the most important and relatively easy things you can do (and should do) is to select a medical agent and set up your advance healthcare directive.
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How Your Stimulus Check Affects Medicaid Eligibility
Medicaid recipients are wondering how the payment from the stimulus check will affect their eligibility.
Read MoreGet The Ultimate Life Organizer
There's a lot to think about when you're collecting information for your estate plan. Download our free 17 page Complete Life Organizer and make sure you have everything covered!
