Unlike a lightning strike, most people can expect to need some extra help at the end of their lives. Since the need is anticipated, a person can make the time period a little less stressful with long-term estate planning. Some consider this an essential part of...
Month: November 2017
A trust can provide stability for a child’s future
Once a person has climbed the mountain of accruing wealth, they usually desire a way to share that wealth with family. A person who has retired and is debt free will likely be thinking about estate planning. Not every person will have confidence in a child's...
Estate planning below the federal estate tax threshold
At the end of life, the amount of wealth one has amassed has value to the individual, not only in terms of material wealth, but in terms of the hard work and persistence exerted to accrue it. Some individuals deeply care about where the wealth goes and how the money...
Special needs trust can be a part of a successful financial plan
Some situations require specific plans. Being a special needs individual, or being a parent to one, can potentially require thoughtful financial planning. Since a person's assets can affect their ability to receive government benefits, some individuals choose to...
Special needs trust can be a part of a successful financial plan
Some situations require specific plans. Being a special needs individual, or being a parent to one, can potentially require thoughtful financial planning. Since a person's assets can affect their ability to receive government benefits, some individuals choose to...
Estate planning in Florida: Your second home
Getting older means you need to start thinking about passing on the things you own. If you don't plan to pass them on to your family, then it's up to you to sell them. As someone who has come to Florida in retirement, it's possible that you have two or more...