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…

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…