An early start to end-of-life planning can save grief after one's demise. In Florida, one can choose to consult with all manner of financial professionals, estate planning lawyers, family, friends and charities to put together the full picture of asset allocation...
Month: December 2017
Understanding probate administration
Understanding the process of how property will be distributed after death can assist one's decisions about planning. If one chooses a living trust, the successor trustee will receive the titles to property. If a will has been created, it is likely that the...
Special needs trust can store past-due benefits
When it comes to post-retirement, end-of-life care, finding the right balance of trust funds and benefit calculations can be a challenging dance. Many folks in Florida can find it a bit confusing when juggling Social Security Disability Insurance payments and Medicaid...
Estate planning tax hack: Using gift taxes to your advantage
Most Florida residents want to earn and save as much money as possible. However, having a large bank account means that you'll face unique tax challenges when planning your estate. If you're not careful, and your estate exceeds the federal estate tax exemption of...