I know of someone who was joint account holder with his dad for many years, then later his dad then appointed him as power of attorney. How does that work? Is the son still a joint account holder?
Understanding what happens to your debt when you die is an important part of estate planning—and you don’t have to be rich to have an estate. Everything you own and owe makes up your estate. For many people, that includes a house with a mortgage.
If you rely on prescription medications to stay healthy, Walmart is offering a new perk that could cut your costs.
Do I need a trust in case something happens to me?
It may seem like a grim way to spend your free time, but planning your estate when you are young can actually give you the peace of mind you will need to enjoy your golden years in the future.
The Wealth Advisor’s recent article entitled “Beware of These Common Estate Planning Scams” advises you to avoid these common estate planning scams. Cold Calls Offering to Prepare Estate Plans. Scammers call and email purporting to be long lost relatives who’ve had their wallets stolen and are stranded in a foreign country. Seniors fall prey to…
Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
If you don’t have a spouse and children, you might not think you need to do any estate planning—but that’s not the case.
To be tax efficient, which types of assets should you live off of in retirement, and which should you plan on passing down? There’s a bit of art to the equation, and how you plan can make a big difference to your beneficiaries.
Buying a home is one of the most common triggers for creating an estate plan.
4801 South University Drive, Suite 264/265
Davie, Florida 33328
4801 South University Drive, Suite 264/265
Davie, Florida 33328
