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Estate Planning Documents

Recent Posts in Estate Planning Documents Category

  • Advantages of a Florida Revocable Living Trust

    "It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently." - Warren Buffet In a similar fashion, most of us spend the majority of our lives carefully and painstakingly accumulating wealth. The last thing we need is an ill-designed plan causing our wealth to flood out faster than it came in. When designing your estate plan, you need ...
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  • Dynasty Trusts in Florida

    It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for. --Robert Kiyosaki If you want to: (a) provide for your children and their descendants by keeping your wealth in the bloodline; (b) protect assets for future generations from creditors and divorcing spouses; and (c) save federal transfer taxes in subsequent ...
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  • How to Build your "TDT" - Trust Dream Team

    You may have been in control of your finances the majority of your life, you pay the bills, file the taxes, make savings and investment decisions, but in the violent, chaotic, and busy world we now live, 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 more than ever, ...
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  • Planning for a Healthy Future

    As we age, the issues of how and where to live begin to loom larger. Current and projected physical and mental decline often drive housing and care decisions. Medical costs alone are escalating and may be difficult to predict. While the majority of Americans successfully age-in-place at home, it is often not possible. Careful management of your health and detailed planning are critical to staying ...
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  • Downsizing Made Easy... You Can’t Take It With You!

    A few years ago I helped my mom de-clutter and organize her home, keeping only those items she needed, wanted, liked and used on a regular basis. While in the throes of figuring out what to keep and what not to keep, we also rearranged her accessories, knick-knacks, lamps and artwork, giving her condo a fresh and updated look. When we were done, my mother turned to me and said; “My home is in ...
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  • Tax Cuts & Jobs Act: Brief Overview

    2018 Individual Income Tax Changes Tax rates reduced and brackets increased Standard Deduction “Doubled” Married, filing jointly increased from $13,000 to $24,000 Single, increased from $6,500 to $12,000 Exemptions for taxpayer and dependents of $4,150 each – eliminated Deduction for State & Local Taxes – limited to $10,000 Deduction for Mortgage Interest – mortgages limited to $750,000 vs. ...
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  • Downsizing 101: Getting Ready for the Transition

    Article originally published in FINE Magainze The saying goes “One man’s trash is another man’s treasure.” When it’s time to downsize your home, you are the sole decision maker on what is truly valuable to you and what you may wish to give away to family or charity. Previously, we wrote about disposing of tangible personal property including donating to charity, and the care and handling of your ...
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  • Elder Law Essentials: Back to the Basics

    A proper estate and long-term care plan can ensure that our elders receive the care and respect they desire and deserve as they age. Protecting yourself and loved ones from physical and financial harm is crucial, so it is important that personal wishes are evident and made legally binding. Quality of life is the primary focus of most individuals approaching their later years. Assurance that they ...
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  • Hurricane Preparedness Checklist

    Important Financial and Legal Documents Are You Ready for a Quick Get-A-Way? (Part 2 of 3) Are you ready for a quick getaway? Whether going on a vacation, or evacuating in the case of a hurricane, being prepared is more than packing suitcases or storing water and supplies. In Part One, we shared our checklist for things to do to prepare for a hurricane and evacuation in the case of an emergency - ...
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  • Florida Changes Power of Attorney Statute

    Sweeping changes have taken place with the new Durable Power of Attorney statute in Florida, which went into effect on October 1, 2011. It applies to all power of attorneys regardless of when they were executed. So, the question that everyone is asking is, “do I really need to sign a new POA?” If your existing POA is valid prior to October 1, 2011, then it will remain valid. However, the new POA ...
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