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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…
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…
What is a beneficiary designation?
If you own life insurance or invest in a retirement plan, you’ll be asked to document who you want to receive the…
Do I have to name my spouse as the beneficiary of my retirement account?
Yes and no. Yes, you can name someone else or a trust as the beneficiary of your retirement account. For example, some…
Why You Should Name a Stand-Alone Retirement Trust as Beneficiary
Why You Should Name a Stand-Alone Retirement Trust as Beneficiary (For IRAs and Other Tax-Deferred Retirement Accounts) Naming the right beneficiary for…
Why Does Probate Take So Long?
Probate can be easily avoided, but most estates are dragged through the process. Why? Many people fail to create an estate plan,…
Providing for Your Parents in Your Estate Plan
If you are part of the baby boomer generation (born between 1946 and 1964), you may also find that you are a…
