How Receiving an Inheritance Affects a Special Needs Individual
Do you or a loved one in Florida rely on public assistance such as Medicaid or Supplemental Security Income (SSI)? If so, then you need to understand how receiving an inheritance may affect your continued eligibility to receive public assistance. Likewise, if there is a chance that you may want to apply for Medicaid in […]
Estate Planning: The Sixth Love Language
Giant teddy bears, sweets in heart shaped boxes, hallmark cards, and blooming bouquets are all synonymous with Valentine’s Day. But what is Valentine’s Day truly about? The magic four letter word is Love. Everyone expresses and receives love in different ways. According to the 5 Love Languages by famous author Gary Chapman, the five basic […]
New Year, Means New Laws in Florida
New year, new laws. In addition to changes in federal laws, several new laws have taken effect in Florida at the start of 2018. Changes in the Florida Minimum wage, State of Florida Retirement plans, property taxes, and public-records exemptions can all affect your wallet and how you conduct your business. Florida Minimum Wage Florida’s […]
Tax Overhaul, Includes Huge Estate Planning Benefits
The tax bill, known as the Tax Cuts and Jobs Act, passed by the House and Senate on December 20, 2017, is arguably the biggest tax overhaul since the Reagan administration. Along with the passage of the bill come some major changes to the estate and gift tax. As the bill becomes law, here’s what […]
A Little “Bit” of Planning, Goes a Long Way
As the stock market continues to soar, the thrill of the Bitcoin is in full swing. Yet few people can explain what they are and how they work. A Bitcoin is a form of cryptocurrency. Cryptocurrencies are lines of computer code that hold monetary value. Cryptocurrency is also referred to as digital currency. It is […]
Cash Me If You Can
Have you ever stayed up late wondering what happens to your debt after you die? Common types of debt that we worry about include unpaid credit cards, school loans, mortgages, and so many more. If you carry any of these debts, continue reading. When someone passes away, creditors generally have two years to file claims […]
The Right Way to Leave Assets to your Baby
We all want to have the peace of mind that our minor children will be taken care of when something happens to us. Aunts, uncles, grandparents, and other family members may want to leave some of their property to minor children as well. But there is a big difference between good intentions and a solid […]
Meeting your Estate Planning Attorney for the First Time? Here’s what to Expect:
“Easy decisions equals a hard life, hard decisions equals an easy life.” As human beings we tend to put off difficult decisions for a later time but unfortunately “later” oftentimes becomes “never”. When it comes to making sure our loved ones are cared for, it is important to plan ahead of time. We are here […]
Planning for the Honeymoon
Getting re-married? Congratulations! But before you go on your honeymoon you may want to consider your estate plan. If you are not getting married for the first time and you have children, there are two main reasons why you should be concerned about your estate and how your loved ones may be affected: homestead rights and […]
Estate Planning Check-Ups are as Important as a Yearly Physical
So you set up an estate plan? Great! Now, you can forget about it right? Wrong! An estate plan just like anything else in life has to be changed along with major changes in your life. It is highly recommended that people review their estate planning documents every few years or when a significant life […]
