Exploring Long Term Care Insurance
Today, approximately 46 million people in America are over the age of 65. By the year 2060, that figure is estimated to double to 98 million people, with elderly individuals comprising 24 percent of the total population, according to the most...
Estate Planning: Is My Will Enough?
You took the plunge and created a will. Now you may find yourself asking, is your will sufficient to protect your assets and heirs after your death? The answer varies depending on your finances, your familial situation, and your ultimate desires as to your legacy. Making a will is an important...
Creating an Educational Trust
College education prices are rising each year. Parents can expect to pay anywhere between $9,000 and $34,000 in tuition and fees annually, depending on whether your child attends a public or private university. In addition to tuition costs, parents must anticipate...
The Costs of Probate in Florida
If you pass away in the state of Florida, your assets will likely need to go through probate. Probate is the court-administered process through which the validity of a will is established, assets are located, expenses settled, and the remaining proceeds...
Estate Planning for Business Owners
Creating a comprehensive estate plan is one of the most important steps that you as a business owner can take to safeguard your assets and protect your loved ones. Without an estate plan in place, your loved ones and...
Making Your Advance Directive in Florida
Planning for future medical decisions can feel uncomfortable, but it is one of the most important steps you can take to protect yourself and your loved ones. An Advance Directive allows you to set out your wishes for healthcare if you ever become unable to communicate them. In Florida, this document not...
Make Estate Planning Part of Your New Year’s Resolution
Celebrity Estate Planning Fails
Make Your Estate Plan Before You Retire
As you approach your retirement years, you will likely be inundated by financial planning. Retirement planning involves putting in place the investments and health insurance you will need to maintain your financialwellbeing...
Estate Planning and Your Retirement Account
When it comes to estate planning, retirement accounts are often overlooked. Usually, a retirement account will pass directly to the named beneficiary without passing through probate. However, it is still critical to include your retirement accounts in your estate plan so that you can...