New Year, Prepared You: Creating an Estate Plan in 2019
As 2018 wraps to a close, we begin to reflect on the things we should and shouldn’t have done. Our resolutions arise from this reflection, and we begin to make decisions that will help us start the New Year right. Maybe we’ll start sleeping more. Maybe we’ll finally get that gym membership we keep talking […]
Alleviate Holiday Planning and Estate Planning Stress
Whether it’s Christmas, Kwanzaa or Hanukkah, a lot of people feel pressure to continue family holiday traditions. This can include going to grandma’s house for dinner, digging out antique ornaments, or dusting off old recipes. Holidays are fraught with expectations and these expectations may be part of what causes excessive stress during the season. The same […]
Estate Planning: The Gift of a Family Legacy
Holiday traditions don’t usually involve estate planning, but year-end is a great time to discuss your family’s future plans. This conversation should include speaking of parents’ or grandparents’ health, their assets, and a general overview of estate planning, such as who is in charge and who gets what. Giving your family a customized estate plan […]
Cyber Monday is Super, but Not for Estate Planning
Cyber Monday is a marketing brainchild that always falls on the Monday after Thanksgiving. Started in 2005 by online retailer shop.org., it allows consumers to take advantage of the Black Friday sales without leaving the comfort of their post-Thanksgiving cocoon. Lounging at home while completing your holiday shopping is enticing. Yet don’t get fooled that […]
Turkey, Traditions, and … Trusts?
The holidays usually mean sharing hot cocoa, presents, home cooked meals, and togetherness. Why not also share with your family, how you intend to provide for them even after you are gone? The holidays are a perfect time to discuss your family’s estate plan or lack thereof. An effective estate plan will not only positively […]
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 […]
