What Is a TOD Beneficiary?
It’s possible to name a TOD beneficiary for many account types—retirement accounts, savings accounts and even brokerage…
Do I Need an Estate Plan If I’m 25?
Florida Today’s recent article entitled “No matter your age, income or crushing debt, you should have an estate plan” explains…
How Do Estate Plans and Trusts Work?
There can be some confusion around terms used in estate planning. Unless you are an estate planning…
Do I Need a Generation-Skipping Trust?
The unified estate and gift tax exemption increased from $5 million to $10 million, with inflation indexing…
Can My Gun Collection Be Part of Estate Plan?
It’s common to focus on the big assets when creating an estate plan, like the family home,…
What’s Involved in an Estate Inventory?
If you’re named as executor of an estate, you will be tasked with identifying all the assets…
What Games Keep My Mind Sharp as I Age?
The type of games that you probably loved as a child offer a great way to keep…
What Did Beatles’ Pal Do with Her Estate?
The 1960’s singer Cilla Black passed away at her Spanish villa in 2015, after a stroke following…
What Exactly Is a Prenup?
There are some important financial decisions that need to be made before you get hitched. One of…
Why Is Beneficiary Designation Important?
The beneficiary designation will always supersede language of your will. Neglecting to know which assets have beneficiary…