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Category Archives: Estate Planning
The Pre-Retirement Soul Search: Four Questions To Ask Yourself Now
The scariest part about retirement is not the financial part; it is that you have to address the questions of what the most important things in your life really are. It is easy to avoid thinking about these things while you are working. Even if you have been consistently saving for retirement, even the… Read More »
UTMA Accounts Are a Simple Way to Save Money for Your Grandchildren
If you are a Baby Boomer, bankrolling your children’s college education was probably no simple task. Even if you set aside money every month from the time your children were born, even if you diligently researched scholarships and financial aid for which your children were eligible, and even if your children attend universities in… Read More »
How Your Home Mortgage Fits Into Your Estate Plan
Early on in the estate planning process, you will discover that many of the decisions you make about your estate will be based on your best interests and those of your descendants while you are alive. As the old saying goes, estate planning is about planning for life, not just planning for death. Therefore,… Read More »
Beware of Joint Wills
Estate planning for couples who got together late in life is very different from estate planning for former teen sweethearts who have just celebrated their golden wedding anniversary. If you and your spouse have been together since you were young, then by the time you reach retirement age, in many cases, your finances will… Read More »
Estate Planning Nightmares: What Happens When You Lend Money to Your Children, and They Don’t Pay It Back?
In today’s economic climate, it is getting harder for young adults to achieve financial stability without help from their parents. The gig economy has supplanted jobs that provide health insurance and paid leave, and homeownership is drifting farther and farther out of the reach of most working people. Maybe you even read that depressing… Read More »
The Benefits of Tenancy by the Entirety Extend Beyond Probate
If you and a business partner own an item of property together, there is usually a written document specifying which partner owns what percent of the property. For example, maybe you have 60 percent ownership, and your partner has 40 percent ownership. Likewise, when family members jointly own property, there are usually ownership percentages… Read More »
Two Views of Estate Planning
What is the most important thing to focus on in your estate plan? Your living expenses in your old age or the wealth that your descendants will inherit? Should you be transparent with your family members about who stands to inherit what, or does doing so only lead to resentment and hurt feelings? Should… Read More »
3 Estate Planning New Year’s Resolutions for 2021
Here are three wise ways to revise your estate plan for 2021; a Central Florida estate planning lawyer can help you implement these and other estate planning strategies. Make Your IRA Investments Benefit Their Beneficiaries In 2019, the laws about IRAs changed; under the new law, most beneficiaries must receive their inherited IRA distributions… Read More »
Millennial New Year’s Resolution: Talk to Your Parents About Estate Planning
Congratulations, millennials! You survived 2020. This means that, in the near future, you will be turning 40. It has probably become painfully obvious to you that you have had to start thinking about money in terms of long-term plans at a much younger age than the previous generation did. You might have even started… Read More »
So You Want to Retire in 2030?
2020 has felt like an endless year, but Christmas-themed displays in the supermarket are a sure sign that 2021 is just around the corner. Even if the only times you have left the house in the past eight months have been to go to senior hours at Publix, the time to think about the… Read More »
