Spring Cleaning Your Estate Plan
March 20th, 2019 marks the star-studded first day of spring in the Northern Hemisphere. There are numerous ways to celebrate this astronomical event such as taking a walk, planting a garden, watching NCAA basketball March Madness, or, our favorite – spring cleaning. Spring cleaning means to spruce up and organize your home and personal items; […]
Safeguarding Your Green this St. Patrick’s Day
Did you know that 32 million Americans come from Irish descent? March 17th marks St. Patrick’s Day; a celebration of St. Patrick, the priest who introduced Christianity to Ireland and Irish culture. Such celebrations come with a price-tag, as holiday spending increases annually. This year, with St. Patrick’s Day falling on a Sunday, the participants […]
International Women’s Day: Estate Planning for the Modern Woman
International Women’s Day, an annual holiday every March 8, celebrates the power of women and pays homage to the many hats that women wear each day. Boss, partner, mother, wife, peace maker, breadwinner, etc. are all titles that apply. In fact, according to the 2018 Financial Wellness Census of Prudential, more than half of American […]
Estate Planning for the Modern Family
Families of the 21st century are nothing like the traditional families of the 1950’s. According to the latest U.S. Census, 1300 new stepfamilies are forming every day. About 83% of remarried men and 76% of remarried women are now living in households with stepchildren. The divorce rate in the U.S. is currently over 50%. The […]
The Great Migration: How Snowbirds Can Maximize their Florida Living
One unique feature of winter in Florida is the arrival of the snowbirds. “Snowbirds” is a term used to describe those who travel from Northern areas of the world to the South in search of warmth. Florida has a reputation for being a snowbird hotspot. We welcome snowbirds as they help our state grow financially. […]
5 Ways to Say “I Love You” on Valentine’s Day
Valentine’s Day is usually celebrated with chocolates or flowers. Possibly a present. We tell the people in our lives how special they are and how much they mean to us. While the box of chocolates and the words of affection do not go unnoticed, they just scrape the surface of truly telling someone how you […]
Who’s a Good Boy?: Estate Planning for Your Pets
February 20th is officially “National Love Your Pet Day.” This is a day for toys, treats, and back scratches for your furry babies. No question about it, the love people have for their pets is undeniable. So much so, it is even showing up in many people’s estate plans. There is a growing trend for […]
Senior Scams: How to Safeguard our Loved Ones
In April 2018, U.S. Senator Susan Collins wrote a column on senior scams, stating that financial fraud against the elderly has become a “growing epidemic.” Sadly, she is right. Every year, millions of older Americans are victims to fraud. Fraud exists in many forms, such as: identity theft, financial theft, or medical identity theft. It […]
From Empire State to Sunshine State: Why your Domicile Matters
There are many reasons why a New Yorker who spends time in Florida may want to change their domicile from New York to Florida. Aside from the beautiful beaches and sunny weather – some reasons include health problems, a new job, family and taxes. Yes, taxes can be an important factor when deciding to change […]
Just a Spoonful of Estate Planning Helps Grandparents and Grandchildren
According to the 2010 U.S. Census data, there are about 2.7 million grandparents taking care of their grandchildren. This is largely due to several factors, such as the current opioid crisis (affecting mainly adults ages 25 to 44), military deployment, unemployment, incarceration, divorce, mental illness, and neglect. Whatever the case may be, millions of grandparents […]
