Once your cognitive abilities begin to decline (which can start in your early 60s), your accounts could be at risk. Here’s how to protect them.
A marital trust is a complex estate planning tool that should be crafted carefully. Because of its tax benefits, you should work closely with an experienced estate planning attorney to establish the marital trust properly.
Estate planning might sound like something for wealthy people with huge beach houses and billions in the bank. However, the truth is that estate planning is something we all need to think about to protect ourselves and loved ones.
There is a massive movement of money going on right under our nose. It’s not illegal or unethical. However, it’s fraught with peril.
There are certain provisions that people often forget to put in a will or estate plan that can have a big impact on a family.
Integrating retirement accounts into your estate plan is vital for preserving your financial legacy. This blog post covers key considerations, such as tax implications, beneficiary designations, and strategies for maximizing benefits. By understanding the role of retirement accounts in estate planning and seeking professional guidance, you can ensure that your assets are distributed according to your wishes and provide lasting benefits for your beneficiaries.
Collect and organize all important papers, passwords and pin numbers, keep them up to date and tell your heirs where to find them.
While adding a child to your home’s deed might seem straightforward to manage your estate, it’s fraught with potential problems and complications. This article reviews the implications and alternatives to adding a child to your home’s deed, with the goal of ensuring your estate plan is effective, efficient, and aligned with your long-term intentions.
If you are getting remarried, you obviously want to celebrate. However, it is also important to focus on less exciting matters, like redoing your estate plan.
Incapacity planning is a crucial aspect of managing your estate and ensuring that your wishes are honored if you cannot make decisions for yourself. This article will examine the various components of incapacity planning, offering comprehensive…
1601 N. Flamingo Road, Suite 1
Pembroke Pines, FL 33028
1601 N. Flamingo Road, Suite 1
Pembroke Pines, FL 33028
