Month: February 2019

February 1, 2019

Do It Now: Name a Guardian for Your Minor Child(ren)

We know it’s hard. Thinking about someone else raising your children can stop you in your tracks. It feels crushing and too horrific to consider. But you must. If you don’t, a stranger will determine who raises your children if something happens to you – your children’s guardian could be a relative you despise or even a stranger you’ve never met. 

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February 4, 2019

3 Reasons You Want to Avoid Probate

 When you pass away, your family may need to visit a probate court in order to claim their inheritance. This can happen if you own property (like a house, car, bank account, investment account, or other asset) in only your name. Although having a will is a good basic form of planning, a will does not avoid probate. Instead, a will simply lets you inform the probate court of your wishes – your family still has to go through the probate process to make those wishes legal. 

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February 8, 2019

Are Any of These 11 Mistakes Lurking in Your Estate Plan?

Here are 11 mistakes that may be lurking in your estate plan:

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February 11, 2019

Four Common Myths about Estate Planning

Many people don’t understand what estate planning is and those that do may believe in one of the four myths listed below. Estate planning is simply taking the time to plan ahead for the management or distribution of your assets in the event of either your own incapacity or death. A proper estate plan will nominate guardians on behalf of any minors, potentially cut taxes and more. Here are four popular estate planning myths:

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February 18, 2019

5 Reasons to Protect Your Retirement Accounts Now

During your lifetime, your retirement account has good asset protection, but as soon as you pass that account to a loved one, that protection evaporates. This means one lawsuit and POOF! Your life long, hard earned savings could be gone. Your heirs could be left penniless.

Fortunately, there is a solution to this problem…

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February 26, 2019

Why a Trust Is the Best Option for Avoiding Florida Probate

As Ambrose Bierce once darkly observed, “Death is not the end. There remains the litigation over the estate.”

Obviously, ideally, when someone passes away, the paperwork and material concerns associated with the estate are so flawlessly handled (thanks to excellent preparation) that they fade into the background, allowing the family to grieve and remember in peace.

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February 28, 2019

A Trust for Fluffy or Fido? Why Every Pet Parent Needs to Consider a Pet Trust

Let me first start by confirm that is indeed my not so little pug pictured. He is definitely part of the family and if you feel the same about your pet then this post is for you!

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