Will & Trust Attorney in Melbourne, Florida Wills and trusts are important tools that can help ensure your wishes are carried out. Here’s a rundown of what you can use each one to accomplish. Wills A surprising 55% of Americans don’t have a will, but they are critical documents because they allow you to establish…
Estate Planning Attorney Melbourne, Florida It’s that time of year, many people are trying to escape their winter doldrums by traveling to warmer weather. Traveling is exciting—whether internationally or within the continental U.S.—and there’s a lot of planning that can come with it, aside from packing and gathering all necessary travel documents. Often times, we…
Middle-Aged Americans Aren’t Planning Their Estates. Here’s How to Fix That by Patrick Villanova (Source Here) Estate planning has become less of a priority for middle-aged adults, a new survey indicates. Americans between 35 and 54 years old are for the first time less likely to have a will than people ages 18 to 34, according…
5 Estate Planning Tips That Aren’t Just for the Wealthy by Miranda Marquit source here None of us likes to think about dying—and what will happen to our money afterward. However, estate planning is an important part of managing your finances. One common misconception is that estate planning isn’t necessary if your estate’s assets amount…
What You Should Know about Wills and Trusts Wills and trusts are important tools that can help ensure your wishes are carried out. Here’s a rundown of what you can use each one to accomplish. Wills A surprising 55% of Americans don’t have a will, but they are critical documents because they allow you to…
Someone has to inherit your assets, and if you don’t decide, state laws will do it for you. That means your awful Great Uncle Ed may inherit, while your beloved cousin Mary may get nothing. That’s only one reason to get busy. by: Tracy Craig, Fellow, ACTEC, AEP® Estate planning is an extremely personal process, not…
7 Reasons It’s Time To Update Your Estate Plan Bob Carlson There are two widespread errors in estate planning. One error is not to have a will or other key elements of a plan. The other error is to fail to update the will and estate plan. This article isn’t for those who still haven’t established…
What to tell your adult kids when planning your estate Sarah O’Brien So you finished your estate plan. You finalized a will, made sure beneficiaries are named on financial accounts, signed all other pertinent documents and picked an executor to carry out your wishes when you die. You might have overlooked one consideration: whether you…
10 Reasons to Create an Estate Plan Life is uncertain. While no one likes to think about their mortality, the hard fact is that everyone will pass away some day and leave assets to someone else. An estate plan can help you to: Make sure your assets go to the right beneficiaries Without an estate…
The Estate Planning Must-Haves by GLENN CURTIS Here is a list of items every estate plan should include: Will/trust Durable power of attorney Beneficiary designations Letter of intent Healthcare power of attorney Guardianship designations In addition to these six documents and designations, a well-laid estate plan also should consider the purchase of insurance products such…
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