Entries by admin

New Year’s Resolution: Tackle that estate plan!

It’s that time of year when many of us are working on our New Year’s resolutions. Whether it’s to eat healthier, get organized or finally clean out the garage, many of our resolutions center around some type of self-improvement. Doesn’t it feel great when you’ve finished that dreaded item on your to do list? For many […]

Later in Life Parents: Estate Planning and Retirement Considerations

Older parents are becoming more common, driven in part by divorce and remarriages and fertility treatments. Comedian and author Steve Martin had his first child at age 67. Singer Billy Joel just welcomed his third daughter. Janet Jackson had a child at age 50. Later-in-life parents have some special estate planning and retirement considerations. Update […]

A Health Insurance Expert’s Medicare Tips

Open Enrollment  is around the corner! So we reached out to insurance expert Dean Smith, of Health Markets,  for some vital information about health insurance. Benefits for all Medicare plans change each year so you should consult an independent Medicare enrollment specialist to make sure you’re really getting what you need. Below are tips for […]

How to Collect Life Insurance Policy Proceeds

During the time of stress and grief after losing a family member, the last thing you want is to have a hard time accessing the proceeds of a life insurance policy….especially if you need financial support for living expenses or funeral expenses. That’s why it’s important that you understand how you can access those insurance […]

How to Correctly Name Beneficiaries for Your IRAs

You could be unintentionally reducing your family’s wealth potential if you do not properly designate the beneficiaries of your IRAs. Improper estate planning could mean that your IRA assets could pass to the wrong people or entities, so how you execute your beneficiary designations is critically important. Here are some of the steps that need […]

Cheap Estate Plan? Expensive Mess.

Maybe you’ve heard that before investing in a professional service you should shop around and “get three estimates.”  While often this is wise advice, it’s actually a bad idea when it comes to estate planning. This article explains why and how you can ensure you get the most efficient and affordable plan possible for your […]

Probate Overview

            Probate is the legal process through which a deceased person’s estate is properly distributed to heirs and designated beneficiaries and any debt owed to creditors is paid off. In Florida, there’s Summary Administration and Formal Administration.  The main phases of administering an estate involve: Gathering, identifying and valuing estate […]

Appoint a Guardian to Keep Your Kids In Safe Hands At All Times

  Every parent who’s watched the news lately has felt the heartbreak over what’s happening to immigrant families at the border. Between May and June 2018, more than 2,300 kids have been separated from their parents at the U.S.-Mexico border. Think of the horror of kids crying and begging for their parents. What would it […]