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How Much Will You Really Spend in Retirement?
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
Posted Jan 1, 2019 at Southwest Florida Estate Planning
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When Is an Estate Plan Really Finished?
Posted Dec 31, 2018 at Southwest Florida Estate Planning
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Heading South after The Holidays? A Few More To-Do’s
Posted Dec 28, 2018 at Southwest Florida Estate Planning
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Where Can You Retire with A Smaller Tax Bill?
Posted Dec 27, 2018 at Southwest Florida Estate Planning
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Make Sure Your Retirement Is About Having Fun
Posted Dec 26, 2018 at Southwest Florida Estate Planning
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Estate Planning Checklist
Posted Dec 25, 2018 at Southwest Florida Estate Planning
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Do You See Yourself in Any of These ‘Seven Deadly Sins’?
Posted Dec 24, 2018 at Southwest Florida Estate Planning
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Giving During the Holiday Season
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…
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?
Posted Dec 18, 2018 at Southwest Florida Estate Planning
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Lessen the Stress of Becoming Widowed
Posted Dec 17, 2018 at Southwest Florida Estate Planning
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More than a Will: What Else Should Your Estate Plan Include?
Posted Dec 14, 2018 at Southwest Florida Estate Planning
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Who Gets Mom’s E-books When She Dies?
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
Posted Dec 14, 2018 at Southwest Florida Estate Planning
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A Four Decade Retirement Plan? Here’s How
Posted Dec 14, 2018 at Southwest Florida Estate Planning
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The Right Documents for Estate Planning
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
Posted Dec 5, 2018 at Southwest Florida Estate Planning
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Who Gets Aunt Lydia’s Emerald Ring?
Posted Dec 4, 2018 at Southwest Florida Estate Planning
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What Comes First: College Expenses or Your Retirement?
Posted Dec 3, 2018 at Southwest Florida Estate Planning
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