For many the month of October brings to mind Halloween or haunted theme park adventures, scary movies, fall weather and pumpkin spice everything. Yet, what most don’t know is that one week in October has been designated by a House Resolution as National Estate Planning Awareness Week (starts October 21st). Even Congress has recognized the […]
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WHAT IS ESTATE PLANNING? Estate planning is the process of planning ahead for the management of your assets in the event that you become incapacitated or for the management and/or distribution of your assets after you pass away. The most popular planning devices are going to be the last will and testament (“a will”) and […]
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What is the SECURE Act? The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was signed by President Donald Trump on December 20, 2019 to address some fundamental aspects of the retirement savings system. The Act is considered to be one of the most impactful pieces of legislation affecting retirement accounts in decades. […]
read moreEstate planning is the process of planning ahead for how your assets will be managed in the event of your own incapacity or death. When it comes to estate planning, no one plan fits all – each person has their own unique goals in mind and their plan should be tailored to their specific objectives. […]
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As a recently appointed personal representative of an estate in Florida, you may feel unsure exactly what duties you are required to perform. In short, you will need to navigate the probate process of the decedent’s estate and distribute assets to any beneficiaries or creditors, as well as handling related income tax matters on behalf […]
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The most basic estate planning option is a will since it can cover everything from guardianship designations to the distribution of your overall estate. Yet, wills are not always the most ideal solution when planning for your estate. One main reason that a will may not be ideal is because in order to rely on […]
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Long ago, Benjamin Franklin said “nothing is certain except death and taxes.” At some point in time, a will is something that becomes relevant to everyone. Many people believe that they do not need a will. Some common excuses are “I am not old enough” or “I do not have that many assets.” The truth […]
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