If you are under the age of 50 in the Casselberry area, chances are you are still working on amassing your fortune. You may have all sorts of plans in place to help you achieve your goals. Because you are just starting to hit your stride in life, you may not feel the...
Estate Planning
There is no crime in not leaving your adult kids a dime
Some older parents in Florida struggle with the notion of leaving their adult children inheritances. After all, their kids may be financially independent and have modest means to support themselves and their families. You may want to do other things with the legacy...
Don’t forget to fund your trusts
You may have spent a great deal of time setting up your estate plans to provide for your family when you die. But if you forget to fund your trusts, all your hard work may be in vain. It is a very common mistake that many people in Florida make. When you fail to...
Giving sentimental items a place in your estate plan
This summer, the family of deceased Coast Guard captain Albert Frost almost lost the key to the city of Washington, presented to him in 1957. Only through a set of unlikely coincidences were they able to retrieve it before it was sold through an online auction....
Estate planning for women (it’s not the same)
Estate planning is important for men and women, young and old. But many women are not aware of just how useful estate planning can be.Women outlive their male counterparts and often work more years in the process. Many women also become responsible for managing assets...
How to protect your adult child from financial predators
Your estate planning checklist may consist of making a will, establishing a trust and creating an advance health care directive. If you have an adult child with special needs, however, that list should also contain one more thing: a guardianship. You do not want your...
5 qualities of a solid estate plan
A will is only the first step in end-of-life planning. A comprehensive estate plan, such as one that also includes a trust and advance health directives, is better in protecting your assets, wishes and beneficiaries. As you meet with your lawyer to make your...
3 ways to beef up your estate plan
When it comes to estate planning in Florida, you may think that everything you include is written in stone. Although you can leave behind detailed instructions about how you want your loved ones to manage your estate, issues may come up that could result in your...
Determining what estate plan is best for your family
When you begin planning your estate, you might feel overwhelmed by all of the options for different types of trusts and wills. This is understandable — there are many, and the specifications of each are important to pay attention to. According to Forbes, 51 percent of...
What art collectors need to know about estate planning
Collecting art is a hobby for some and a passion for many more. Whether you enjoy paintings or avant-garde sculptures, you have likely derived great joy from surrounding yourself and filling your home with such beauty. This is a joy you want to pass on to your loved...
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