Defend Yourself Against Spoofers

Smart estate planning is the legal equivalent of kung-fu, in the sense that you can protect your assets and defend against certain creditors, potential lawsuits and scammers. Unfortunately, Americans over the age of 50 are ideal targets for scammers attempting to steal what they have accumulated over a lifetime. The FBI provides a number of […]
Make a Move This Movember!

The Horseshoe, the Fu Manchu, the Lampshade… how do you wear your mustache? Movember is officially here! Men around the world are showcasing their facial hair throughout the month of November to raise awareness for specific health issues like suicide, testicular cancer, and prostate cancer. Movember is about encouraging men to proactively embrace regular health […]
Halloween Edition: Controlling Your Assets from Beyond the Grave

Halloween is a great time to learn about how you can control your finances after you pass away. From beyond the grave. Knowing the origins of Halloween gives us a deeper appreciation for the holiday. The same is true when it comes to estate planning. Understanding how trusts originated will give you deeper insight on […]
Food for Thought for Florida Lottery Winners

Imagine you just won the Lottery. Would you quit your job in spectacular fashion? Plan a lavish vacation? Build homes for the homeless? Start the business you have always dreamed of? Anything is possible if you are the extremely lucky winner of the estimated $1.6 Billion up for grabs in the latest Florida Mega Millions […]
Honey, I Shrunk the Seats

Does it seem like the seats on Airplanes have been shrinking over the years? It’s not just your imagination; airlines have in fact been increasing the number of seats on their airplanes (thus reducing seat size) to increase revenue at the air traveler’s expense. Fortunately, the Senate has passed the FAA Reauthorization Act of 2018 […]
Five Factors to Consider Before Claiming Social Security Benefits

When is the best time to start receiving your Social Security benefits? Determining your “full retirement age” will help you answer this question. In previous years you could retire early by collecting reduced benefits starting at age 62, or you could delay until you turned 65. Currently, depending on when you were born, you will not […]
Retiring with Debt? The Good, the Bad, and the Lucky

Gone are the days when Americans would retire debt free, with no car loans, no home loans, and no credit card debt. Most of today’s retirees enter retirement with considerable debt. For those that did some financial planning, the debt usually includes medical expenses and ordinary monthly bills. The good news is that not all […]
Should I Just Google It?

“Just Google it” is a common expression and reflects how many of us find information. So much so that It is hard to remember a time without Google. It began as a search engine, and quickly became a household name. You can find the answer to almost any question by searching on Google. Yet when […]
Age is Still Just a Number

Similar to discrimination based on sex or race, age discrimination is illegal. The Age Discrimination in Employment Act of 1967 (ADEA), prohibits discrimination in any aspect of employment, including hiring, firing, job assignments, pay, promotions, benefits, layoff, training, and any other condition or term of employment. Despite the ADEA, age discrimination is still prevalent in […]
The Reality of Selling Real Estate through Probate

Real estate sold through probate can be a great bargain because these properties are often priced lower and must sell faster than other real estate transactions. But there are risks involved, and probate transactions, if handled incorrectly, will take longer than traditional real estate transactions. You have probably encountered a probate sale if you are an […]