Blog Posts in 2024

Think Twice Before Filling Out a Transfer on Death (TOD) Form

Too often, the way we title newly acquired assets and financial accounts is too casual. The financial advisor or salesperson asks you how you wish to take the title and who you would like to be the beneficiary of the financial account. All too often, they create a TOD, which stands for transfer on death. Therefore, the account will pass directly to your heirs without any aggravation. ...

How to Build your "TDT" - Trust Dream Team

Perhaps you have been in control of your finances for the majority of your life. You pay the bills, file the taxes, and make savings and investment decisions. But in the violent, chaotic, and busy world we now live in, it’s becoming more and more difficult to stay on top of the ever-changing stock markets, tax rates, and estate laws. More importantly, your golf handicap needs a bit of work. Now ...

Empowered Philanthropy: A Testimonial

This article was originally published on June 15th in the Collier Community Foundation Professional Advisors Council Summer Newsletter Click here to read the entire newsletter Empowered Philanthropy: A Testimonial "As an estate planning attorney and Chartered Advisor in Philanthropy (CAP), I regularly meet with clients eager to contribute to charitable causes but unsure where to direct their ...

Are You Ready for a "Healthy" Hurricane Evacuation?

As the 2024 hurricane season approaches in Southwest Florida, memories of Hurricane Ian remain vivid. It’s crucial to be prepared for an evacuation at a moment's notice, especially if you face unique health challenges. Highlighting this urgency, Colorado State University's hurricane forecast for 2024 is predicting 23 named storms. This guide is tailored to ensure your health needs don't get ...