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Protecting Children with an Estate Plan

Protecting Children with an Estate Plan

According to a 2019 survey, 57% of adults in the United States have not prepared any estate planning documents, such as a will or trust, despite the fact that 76% viewed them as important. Many believed mistakenly that it was not necessary because they did not have many assets.  Estate Planning is not just for Read More

The SECURE Act – What You Need to Know

Last week I gave a presentation to a room of thirty folks at the Hale Senior Activity Center in Dunedin, Florida, and not a single person in the room knew what the SECURE Act is. Here is a brief look at the SECURE Act and who it effects. The SECURE Act took effect on January Read More

FACE YOUR FEARS: Check Create Estate Plan Off of Your Year-End To-Do List

Last Friday, I helped one of my good friends complete her and her husband’s estate plan, and they finally signed the finished documents on a beautiful afternoon at her condo on the ocean.  The process was difficult for her.  Not because she had much to do; I did the hard work for her. But she Read More

Advice for New Moms and Dads: What to Consider When Choosing a Guardian for Your Baby

When choosing a guardian for your child, consider important issues such as: Is the proposed guardian willing and able to serve? Does the proposed guardian share a similar child-rearing philosophy? What are the proposed guardian’s religious, educational, social or moral views? How old are they?  Grandparents may not always be the best choice, so think Read More