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Southwest Florida Estate Planning

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How Much Will You Really Spend in Retirement?

“It’s the question at the heart of so much retirement planning: How much money will I need in savings when I’ve stopped working?” To get at this number, people look at a few different sources, including online calculators, and articles like this one from The New York Times titled “The... Continue reading

Posted Jan 4, 2019 at Southwest Florida Estate Planning

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Are There Alternatives to Guardianship and Conservatorship?

“Both the guardianship and conservatorship can also take away a person’s right to bring and defend actions in court. There are several other, less intrusive ways to act on behalf of someone with diminished mental or physical capacity.” Guardianships and conservatorships are used when family members no longer believe their... Continue reading

Posted Jan 3, 2019 at Southwest Florida Estate Planning

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The Other Large Transfer of Wealth: America’s Agricultural Land

“As the next generation of farmers and ranchers dive into their productive agricultural careers, consideration must be also paid to retiring and aging producers.” A lot is being written about the transfer of wealth, as Baby Boomer’s retirement accounts begin to be passed on to their children. However, another big... Continue reading

Posted Jan 2, 2019 at Southwest Florida Estate Planning

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Hardest Time of Aging? Between Competence and Incompetence

“An example would be a patriarch who is used to being in charge. He's stubborn. He never wants help with anything. However, you notice that he is making some risky choices with money that just don't make sense to you.” This is one of the toughest parts of watching parents... Continue reading

Posted Jan 1, 2019 at Southwest Florida Estate Planning

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When Is an Estate Plan Really Finished?

“After you sign and file your elder law estate plan, there is still more to do. You should review the plan at least once every three years.” It makes sense: your life changes. Your goals may have changed. You may have been divorced, married, or your children may have gotten... Continue reading

Posted Dec 31, 2018 at Southwest Florida Estate Planning

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Heading South after The Holidays? A Few More To-Do’s

“If you find yourself one of the successful snowbirds that we all envy, you may have already begun packing clothes and other necessities. Your car’s oil is likely changed, and you will not pull out of the driveway without a full tank of gas.” Not everyone travels south for the... Continue reading

Posted Dec 28, 2018 at Southwest Florida Estate Planning

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Where Can You Retire with A Smaller Tax Bill?

“These 10 states impose the lowest taxes on retirees, according to Kiplinger's 2018 analysis of state taxes. All of them exempt Social Security benefits from state taxes.” Retirement dreams often come up against the harsh reality of finances, and tax burdens are one of those realities. If your retirement plans... Continue reading

Posted Dec 27, 2018 at Southwest Florida Estate Planning

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Make Sure Your Retirement Is About Having Fun

“We spend decades dreaming of the day when life won’t be dictated by alarm clocks, commute times, meeting schedules and office politics. Then reality sets in: Retirement can be kind of a drag. There may be 20-plus years of it ahead of you.” What? How can retirement be a drag?... Continue reading

Posted Dec 26, 2018 at Southwest Florida Estate Planning

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Estate Planning Checklist

“When most people hear the term “estate planning,” they think of a will. Although planning your estate does involve making a will, it also involves a few other key details.” A will is just one of a handful of documents every adult should have in place to protect themselves while... Continue reading

Posted Dec 25, 2018 at Southwest Florida Estate Planning

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Do You See Yourself in Any of These ‘Seven Deadly Sins’?

“All of these retirement planning sins can set you back from achieving important goals. If you have a nagging feeling that you could be doing a better job of retirement planning, check out these seven offenses and learn how to get back on track.” We’re only human, and we don’t... Continue reading

Posted Dec 24, 2018 at Southwest Florida Estate Planning

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Giving During the Holiday Season

“Of course, many donors also look to both help others and help minimize their overall tax burden. With that in mind, we thought we’d share some thoughts about where individuals may be able to make the most of this year’s charitable giving.” Now that Thanksgiving is a happy memory and... Continue reading

Posted Dec 21, 2018 at Southwest Florida Estate Planning

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Have A Question for Social Security? Be Prepared to Wait…and Wait…

“Social Security has closed 67 field offices since fiscal 2010 in rural and urban areas alike. For the public, the cuts have meant less access to field offices, and ballooning wait times in the remaining 1,229 offices and on the agency’s toll-free line.” If you need an answer in a... Continue reading

Posted Dec 20, 2018 at Southwest Florida Estate Planning

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No Clawback—Good News from the IRS

“The Trump tax cuts bestowed a huge gift on the rich—a doubled estate and gift tax exemption. However, it’s temporary, and there was unease as to whether gifts would be taxed later, when the exemption fell.” The IRS handed the wealthy a holiday gift just in time. It has come... Continue reading

Posted Dec 19, 2018 at Southwest Florida Estate Planning

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Is Your Junk Drawer Better Organized than Your Digital Assets?

“If you spend a lot of time on the Internet, you’re not just shopping or being entertained, or following the news or participating in an online community. You’re probably also dealing with accounts and information that eventually can become part of your digital ‘estate.’” If your digital estate is not... Continue reading

Posted Dec 18, 2018 at Southwest Florida Estate Planning

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Lessen the Stress of Becoming Widowed

“It is no surprise that dealing with the emotional impact of the death of a spouse is overwhelming. For many widows, handling the financial implications of her husband’s death may be too much to bear. However, that is what most widows must do.” A recent study from Merrill Lynch and... Continue reading

Posted Dec 17, 2018 at Southwest Florida Estate Planning

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More than a Will: What Else Should Your Estate Plan Include?

“A will directs how your probate assets will be distributed upon your passing, designates an executor to be in charge of your estate, and allows you to create trusts for minor grandchildren or disabled beneficiaries. However, having a will is just part of the story.” A will is the cornerstone... Continue reading

Posted Dec 14, 2018 at Southwest Florida Estate Planning

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Who Gets Mom’s E-books When She Dies?

“Digital Estate planning is about organizing all your digital assets and property and making arrangements that address what will happen to them. after you die or otherwise lose the ability to use or manage them.” Including digital assets in your estate plan, is not just for Bitcoin owners. What about... Continue reading

Posted Dec 14, 2018 at Southwest Florida Estate Planning

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Creator of Captain America and Spiderman Could Have Used Superpowers of His Own

“Stan Lee, the co-creator of superheroes including Captain America and Spider-Man, left this universe with a long list of unfortunate events, and not even the Avengers can help with this one.” Stan Lee, publisher and chairman of Marvel Comics, died at age 95 after a year-long illness. Survived by his... Continue reading

Posted Dec 14, 2018 at Southwest Florida Estate Planning

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Did You Relocate for Retirement? Add This to Your To-Do List

“You have estate planning documents prepared in the state of your former residence but are now a Florida resident.” Maybe you have moved to Arizona or another nice warm sunny state. Here’s a question: do you need to get your estate planning documents redone? Maybe. Should you have them reviewed... Continue reading

Posted Dec 14, 2018 at Southwest Florida Estate Planning

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A Four Decade Retirement Plan? Here’s How

“Orville Rogers was forced into mandatory retirement from his pilot job at age 60. Refusing to let company policy keep him grounded, he flew his own planes until age 79.” Not everyone gets the good genes or good fortune that has Orville Rogers flying around the country to attend master’s... Continue reading

Posted Dec 14, 2018 at Southwest Florida Estate Planning

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The Right Documents for Estate Planning

“Make sure that you have the right documents in place to protect your family and yourself.” Having a properly prepared estate plan, that includes all the important documents, including a will and power of attorney, is one of the most important ways to protect your family and yourself. Despite this... Continue reading

Posted Dec 7, 2018 at Southwest Florida Estate Planning

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Here’s a New Idea: A Funeral Representative

“A relatively new state law aims to let you still have a final say, even in death, by naming a funeral representative who will determine your arrangements and final resting place.” If you live in Michigan, your next of kin gets to decide what happens to your remains, even if... Continue reading

Posted Dec 6, 2018 at Southwest Florida Estate Planning

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Make Estate Planning Simpler with a Checklist

“While advanced estate plans can be very in-depth, there is a way to simplify one's estate planning process.” Ask an average person to define estate planning, and chances are good they’ll start describing long meetings with a lot of paperwork and complicated forms. However, that doesn’t have to be the... Continue reading

Posted Dec 5, 2018 at Southwest Florida Estate Planning

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Who Gets Aunt Lydia’s Emerald Ring?

“Splitting up money is easy. Splitting up an antique car or a vacation home isn't. Unless you plan ahead by answering these three questions, your family could be in for some strife.” One of the largest transfers of wealth in our nation’s history is now getting underway, as boomers approach... Continue reading

Posted Dec 4, 2018 at Southwest Florida Estate Planning

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What Comes First: College Expenses or Your Retirement?

“About one-third of Americans with children under 18 say they plan to use retirement savings or "could use if needed" to help pay for their children's education, according to a recent survey by Sallie Mae, one of the nation's largest student loan lenders.” Here’s the biggest difference between retirement savings... Continue reading

Posted Dec 3, 2018 at Southwest Florida Estate Planning

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