Month: November 2017
Medicare Planning
On January 1, 2011, the first of the 78 million baby boomers turned 65 and about 10,000 people a day will reach…
Probate Avoidance
Probate can be easily avoided, but most estates are dragged through the process because many people fail to create an estate plan….
How to Stop Worrying About Running Out of Money in Retirement
Many retirees today worry about having enough money for their retirement. Of special concern is if there will be enough money to…
Do I need asset protection?
Everybody needs asset protection. In it’s simplest form, you likely already have some level of asset protection in that you have car…
Budgeting as a Friend and not a Foe
Budgets do control spending behavior. However, budgets also allocate resources to the areas of highest impact or interest. When a budget is…
What is asset protection?
Asset protection prevents your assets such as bank accounts, real estate, retirement plans, businesses, and investment accounts from being seized by creditors…
Mediation in lieu of Trial
Mediation is becoming increasingly popular as a vital part of the litigation process. In Florida, almost all lawsuits are required to be…
How to Make a Family Meeting a Successful Part of the Estate Planning Process
You’ve made the hard decisions, your documents are signed, your trust is funded, a business succession plan is in place. Congratulations, you’ve…
Is a Revocable Living Trust Right for You?
Revocable Living Trusts have become the basic building block of estate plans for people of all ages, personal backgrounds, and financial situations….
Better to Play it Safe: Proactive Estate Planning and Cognitive Impairment
Most financially savvy individuals begin planning their estate when they’re in peak mental shape. The idea that this might change at some…
