How much info should you give your family about your estate plan?

When you’re creating your estate plan, you’ll need to determine what details you want to share with family members and what to keep to yourself. Of course, there are some things you’ll need to discuss with at least one or more family members. For example, you need to get someone’s agreement before making them your […]

Prince Estate Planning

  April 21st saw the death of another musical icon, Prince Rogers Nelson was found dead in Minnesota at age 57; a talented producer, singer, songwriter, and instrumentalist. Whether you remember him as “Prince”, “The Artist”, or my personal favorite “His Royal Badness”; the icon’s prolific career spanned over thirty-five years and thirty-nine solo studio […]

David Bowie Estate Planning

The year 2016 has proved a trying one for the world of entertainment. A slew of unexpected celebrity deaths has hit the music industry especially hard. Founding member of the Eagles and prolific songwriter Glenn Frey passed away at just 67 after complications from a case of pneumonia; Parkinson’s Disease claimed Earth Wind and Fire […]

Revising Your Estate Plan

If you have an estate plan in place, congratulations!  You’re among a relatively small group of individuals that have taken an important step in securing their family’s future.  However, just because you have an estate plan in place, it doesn’t mean that your efforts should necessarily end there.  As time goes by, your financial or […]

Having No Health Insurance Will Cost You

Did you sign up for a health plan last year under the Affordable Care Act to receive coverage starting on January 1st?  If you missed out, you will likely be facing higher fines this time around as officials boost efforts to sway more people to sign up. For example, a family of four with an […]

Managing Your Lottery Winnings

Were you one of the three lucky ticket holders that won the massive Powerball drawing this week? Unless you live in the town of Melbourne Beach where one of the winning tickets was sold, you probably missed out.  Although the drawing is over, the Powerball isn’t going anywhere and there are other Florida lotteries going […]

Estate Planning Gifting Strategies

The holidays may be over, but it’s always a good time to consider a charitable gift, whether that’s for estate planning or otherwise.  If you’ve ever considered making such a gift, there are a few tips to keep in mind to help guide you. Have an estate planning gifting strategy in place is important so […]

Health Subsidies and Your Taxes

For millions of Americans, the time has come to renew their health insurance through the marketplace.  Though considerable efforts have been made to make the process as seamless as possible, there are always unusual circumstances that lead to questions. For example, what happens if a person in their sixties reports their income as $22,000 a […]

Dubious Wills Cause Major Problems

A wife set to receive a probate allowance found herself receiving less than what she was entitled to when her husband decided to flee to Florida, declared bankruptcy and then passed away under unusual circumstances.  The case became further complicated when it was revealed that the husband’s series of wills were in fact dubious.  Because […]

Estate Planning Myths

When dealing with estate planning, the topic tends to be relegated to older individuals that wish to determine how their assets will be distributed upon their death.  While this is one aspect of estate planning, it is also one of the myths attached.  Let’s take a look at some of the other myths that should […]