What Is an Estate Planning Checkup?
February 27, 2023
An appointment with your estate planning attorney can address any holes that have developed and ensure that everything is in place.
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An appointment with your estate planning attorney can address any holes that have developed and ensure that everything is in place.
While thinking about legacy planning can be unpleasant because it involves discussions about incapacity or mortality, it’s an important aspect of good financial planning that shouldn’t be ignored.
There is so much information on the Internet, in “do it yourself” books, and articles about the benefits of having a Revocable Living Trust instead of a Will. All that information can lead to more confusion. My goal is to give you some basic nuggets that can help you make
With a revocable trust, you are typically both the founder and the trustee. This means that you both create the trust and manage its assets and operations.
Estate planning isn’t just for wealthy individuals with large assets; it’s essential for everyone.
When beneficiaries receive a payout from a life insurance policy, they typically don’t have to pay taxes. However, there are a few situations where a portion of the life insurance benefit is taxable to the beneficiary.
A diagnosis of dementia may prompt families and their loved one with dementia to reconsider their choices. However, people with dementia do live by themselves. We discuss some common topics related to independent living after a diagnosis of dementia.
Creating a will should be the first step in a comprehensive estate planning process, since it allows you to make sure that your wishes are properly carried out after your death.
Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out.
At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.
1601 N. Flamingo Road, Suite 1
Pembroke Pines, FL 33028
1601 N. Flamingo Road, Suite 1
Pembroke Pines, FL 33028