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Beneficiaries

Keeping Vacation Property in the Family Without Creating Family Conflict

Beneficiaries /

Have you ever wondered what will happen to your family vacation home one day? Whether it is a beachfront condo, a lake house, or a cabin where generations have gathered, these properties often hold priceless memories. Unfortunately, they can also become the source of unexpected disagreements, if no clear plan is created for the future.  Many Florida families assume that their loved ones […]

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What Should You Know About Naming Beneficiaries?

Beneficiaries, Estate Planning, Insurance, Trusts, Wills /

Do You Have A Beneficiaries In Your Last Will And Testament, Life Insurance And Retirement Accounts? Here Are Some Important Things You Need To Know Beneficiaries Of A Last Will And Testament Have To Wait First, you use a Will (Last Will and Testament) to give assets to your beneficiaries, your beneficiaries don’t inherit automatically.

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How Will The Coming Wealth Transfer Affect Your Family?

Beneficiaries, Elder Law, Estate Planning, Family, Money /

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous amount of wealth will pass from aging Baby Boomers to younger generations in the next few decades. In fact, it’s said to be the largest transfer of inter-generational wealth in history. Because no one

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More Tips On Creating An Estate Plan That Benefits A Child With Special Needs

Beneficiaries, Special Needs, Trusts /

Parents want their children to be taken care of after they die. But children with disabilities have increased financial and care needs, so ensuring their long-term welfare can be tricky. Proper planning is necessary to benefit the child with a disability, including an adult child, as well as assist any siblings who may be left

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When A Will Isn’t Enough To Avoid Conflict: Remember Your Personal Property

Beneficiaries, Children, Dangers, Estate Planning, Family, Wills /

\”When the parents are gone, there’s all kinds of unforeseen stuff they leave us with, stuff they never intended.” – Ira Glass, in This American Life, Episode 763: “Left Behind” If you grew up with siblings, you probably remember some sibling rivalry. That rivalry can continue well into adulthood, especially after the parents are gone.

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Part 1: How Do You Choose Life Insurance Beneficiaries?

Beneficiaries, Estate Planning, Insurance /

Choosing a beneficiary for your life insurance policy isn’t as easy as you might think. That’s because naming someone as your life insurance beneficiary really has nothing to do with you. Why? Because you should consider how that money will affect your beneficiary’s life once you’re gone. If you’re not careful, you might create problems

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5 Common Estate Planning Mistakes And How To Avoid Them

Beneficiaries, Dangers, Estate Planning, Trusts, Why plan /

Since estate planning involves thinking about death, many people put it off until their senior years, or simply ignore it all together until it becomes too late. This kind of unwillingness to face reality can create a major hardship, expense, and mess for the loved ones and assets you leave behind. While not having any

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How Can You Protect Your Family Heirlooms From A Family Feud?

Beneficiaries, Dangers, Estate Planning, Family /

Passing your family heirlooms to your family should be a welcome and sacred tradition. But sadly, for many families it can cause a lot of drama. Did you know that your family is more likely to fight over sentimental items instead of money? If you don’t want that to happen in your family, here’s what

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