Creating a Will Online Vs Estate Planning Attorney: An Honest Review You’re ready to plan and protect your family. You might not realize all the benefits that will accrue when put your assets into a trust, or at least with the drafting of a will. But before taking that important step, you must decide: can you do it online, or …
Laws and Legal Documents: Preventing Financial Abuse of Vulnerable Adults in Florida Florida is the number one retirement destination in the nation; unfortunately, that makes us a top scammer’s paradise. New legislation has put in place a series of protections preventing financial abuse of vulnerable adults, but there’s a lot more we can do on the individual level to protect …
Understanding Spousal Lifetime Access Trusts A properly-drafted trust can be a powerful estate planning tool, providing care and comfort for loved ones while minimizing taxes for surviving family members. In the case of the Spousal Lifetime Access Trust (SLAT), you could be able to provide your surviving spousepartner with income for the rest of their lives (or vice versa). However, …
How to Set Up a Gun Trust in Florida A Florida gun trust is a wise choice for anyone who wishes to manage their collection legally and efficiently, particularly if they own Title II firearms, also known as NFA items. While we don’t recommend taking this on without a lawyer, our guide explains the key steps and necessary forms for …
Legacy Contacts: The Easy Way to Access Social Media Accounts After Death Remember the days when losing your phone meant losing all your photos, phone numbers, notes, and other memories?? Well, have you ever thought about what would happen to all the data on your phone if you were to pass away? If your family members don’t know your passwords …
Digital Estate Planning: How to Protect Your Virtual Assets Did you hear about the dog who inherited a million dollars? Well, what about a virtual humanoid block inheriting a million coins? Technically, the block and the money don’t exist, but the coins are still worth over $1,000,000. How’s it possible? Because we’ve expanded beyond buying traditional property to enhancing our …
The One Thing You Can Do TODAY to Start Your Millennial Estate Planning Journey Now that you’re entering middle age, your days are likely packed with the dual responsibilities of caring for your children and aging parents. Unfortunately, this gives you very little time to think about yourself—and making an estate plan might not be high on your list. Let’s …
Smart Strategies for Financial Security When you think about receiving an inheritance, you likely imagine financial freedom. However, research shows that many people spend their inheritance quickly, often with little to show for it. One study found that a significant number of Americans see no long-term benefit after receiving their inheritance. Baby boomers, in particular, have been known to spend …
As the notorious artist warned us, more money always brings more problems. This is particularly true when making an estate plan. After all, who will inherit your wealth, business interests, investments, homes—everything it has taken you a lifetime to build? Here’s your chance to learn the most common pitfalls and how to avoid them straight from a high-net-worth estate planning …
Secure Their Future Now: ScholarShield As college students embark on an exciting new chapter, it’s easy to overlook the importance of estate planning. While it may seem like a concern for older adults, having an estate plan in place is crucial for students as they step into adulthood. Once your child (or grandchild) turns 18, you will no longer be …
