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Family Estate Planning Law Group
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One estate planning mistake made by many is that they are failing to take advantage or have not aligned their assets with their estate plan, traditionally called funding a living trust. Continue reading
Posted yesterday at Family Estate Planning Law Group
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Estate planning isn’t just for the elderly! Millennials should have plans in place too. Continue reading
Posted 4 days ago at Family Estate Planning Law Group
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Misuse of joint ownership is one of the more common estate planning mistakes that individuals make. Continue reading
Posted 6 days ago at Family Estate Planning Law Group
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The Client Care Academy in its present form came into when one of Vinnie’s most informed and educated clients failed to understand a key concept about updating her documents. He realized if she was not getting it, then those clients who were less engaged with estate planning were never going to fully grasp the value. Continue reading
Posted 7 days ago at Client Care Academy
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Major life events are reasons to update your estate plan, whether they are celebrations or sad events. Continue reading
Posted Jul 9, 2018 at Family Estate Planning Law Group
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Having a roadmap for retirement will help avoid unintended bumps and potholes. Continue reading
Posted Jul 6, 2018 at Family Estate Planning Law Group
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No, it’s not as romantic as planning a honeymoon along a sandy beach, but once you’ve worked through the financial and legal part of planning your new life together, many issues that plague marriages will be resolved. Now that’s romantic! Continue reading
Posted Jul 4, 2018 at Family Estate Planning Law Group
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Unless you have experienced the feelings of powerlessness and confusion that often accompanies being admitted to a nursing home, it’s hard to imagine how difficult an adjustment this can be. Continue reading
Posted Jul 2, 2018 at Family Estate Planning Law Group
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Put a handful of estate planning attorneys or elder law attorneys in a room, and sooner or later the topic of profitability will come up—along with a list of complaints about clients and billing: Small matters that blossom into large matters and were retained on a fixed fee; Clients who... Continue reading
Posted Jul 2, 2018 at Client Care Academy
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Here is a checklist if you are a snowbird considering making Florida your place of permanent residence. Continue reading
Posted Jun 29, 2018 at Family Estate Planning Law Group
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Getting remarried comes with certain legal and financial issues that are best dealt with before you walk down the aisle. Continue reading
Posted Jun 27, 2018 at Family Estate Planning Law Group
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We are pleased to announce that Client Care Academy is partnering with WealthCounsel and ElderCounsel in presenting a special Foundations Workshop program in September, which will be here before you know it! The Foundations Workshop will be held at the Hyatt Regency Orlando International Airport, taking place on Thursday, September... Continue reading
Posted Jun 26, 2018 at Client Care Academy
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For younger patients, early-onset Alzheimer’s symptoms are usually disregarded or blamed on fatigue, depression or stress. Continue reading
Posted Jun 25, 2018 at Family Estate Planning Law Group
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People moving into an assisted living facility should do a lot of research to make sure they get the quality care and the services they need. Their lives may depend on it. Continue reading
Posted Jun 22, 2018 at Family Estate Planning Law Group
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Even with new tax laws in place, there are still advantages to philanthropy, at all levels of giving. Continue reading
Posted Jun 20, 2018 at Family Estate Planning Law Group
Your staff hears it from prospective clients more times than you’d like to admit: Why should we pay that much for someone to draft a will when we can go online and get it for free? We can talk with an attorney at an 800-number any time of day that’s... Continue reading
Posted Jun 19, 2018 at Client Care Academy
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For parents of special needs children preparing for the next phase in their children’s lives takes more time, so it’s best to begin the process once they celebrate their 17th birthday. Continue reading
Posted Jun 18, 2018 at Family Estate Planning Law Group
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Millennials make up over a third of the work force, yet they are relying on their parents for retirement funds instead of their own savings plan. This is not realistic. Continue reading
Posted Jun 15, 2018 at Family Estate Planning Law Group
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If you are 50 or older, you can put $6,500 into your Roth IRA: that includes a “catch up” contribution of $1,000. Typical Roth IRA contributions are still limited to $5,500 a year, but there are income limits, which you need to be careful about. Continue reading
Posted Jun 13, 2018 at Family Estate Planning Law Group
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We insure our homes, our cars and even our ability to work. We also buy life insurance, which could be the most important insurance policy you own and not just for when you have passed away. Continue reading
Posted Jun 11, 2018 at Family Estate Planning Law Group
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Use this checklist to be certain that you and your finances are properly prepared for retirement. Continue reading
Posted Jun 8, 2018 at Family Estate Planning Law Group
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Control of an asset is a key element when Medicaid considers an individual’s eligibility. Continue reading
Posted Jun 6, 2018 at Family Estate Planning Law Group
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The timing of when you file for Social Security benefits has a big impact on overall lifetime benefits, especially for couples. Make sure you understand the details before deciding. Continue reading
Posted Jun 4, 2018 at Family Estate Planning Law Group
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For millennials, it is easy to overlook the necessity that is estate planning, but this leaves you vulnerable to unintended consequences. Continue reading
Posted Jun 1, 2018 at Family Estate Planning Law Group
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A longer life expectancy plus less than $10,000 in retirement savings, equals a potential disaster. Continue reading
Posted May 30, 2018 at Family Estate Planning Law Group