Mastry Law P.A.'s Profile

It’s a stinging feeling. To be left out of a will feels like a rebuke from beyond the grave. You’ll need to set aside your emotions and consider your options, which may be limited. Continue reading

Posted Dec 14, 2018 at Florida Estate Planning

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What Will Happen to Paul Allen’s Vast Fortune?

The co-founder of Microsoft serves as an excellent example of advance planning, maintaining privacy and creating a legacy. Continue reading

Posted Dec 13, 2018 at Florida Estate Planning

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Spiderman Creator Stan Lee’s Estate Needs Untangling

It’s going to take more than a super hero to unravel the mess that Stan Lee left behind. Continue reading

Posted Dec 12, 2018 at Florida Estate Planning

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How Do Trust Funds Work?

Trusts serve a variety of functions in estate planning, and they aren’t just for wealthy people. Continue reading

Posted Dec 11, 2018 at Florida Estate Planning

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300,000 Americans to Gain Medicaid Benefits

Most of those who will be eligible in 2019 are over age 50 and would otherwise have no healthcare. Continue reading

Posted Dec 10, 2018 at Florida Estate Planning

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Can I Trade Options in My Roth IRA?

There are opportunities to trade options using Roth IRAs, but investors must follow many of the same rules that apply to traditional IRAs. Continue reading

Posted Dec 7, 2018 at Florida Estate Planning

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Funeral Instructions in Michigan Get an Assist from New Law

Now you can direct your funeral from the great beyond, if you live in the Wolverine State. Continue reading

Posted Dec 6, 2018 at Florida Estate Planning

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Can Beneficiary Designations Help Simplify the Estate Planning Process?

Often overlooked, the beneficiary designation can be one of the easiest ways to move assets directly to heirs without going through the probate process. Continue reading

Posted Dec 5, 2018 at Florida Estate Planning

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Fitting a 529 Plan into Your Estate Plan

529 college savings plans are a great way to fund a college education and they can now also be used for other educational needs. However, they can also be part of your estate plan. Continue reading

Posted Dec 4, 2018 at Florida Estate Planning

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Prenups for Tech Entrepreneurs

Maybe you made your first million in a crowdfunded start up, and now you’re working with venture capitalists on your next big idea. If marriage is on your event horizon, do you need a prenup? Continue reading

Posted Dec 3, 2018 at Florida Estate Planning

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Family Members Charged with Felony Theft for Allegedly Stealing from Father

This is a sad reminder that much elder financial abuse takes place at the hands of family members. In this case, a son and daughter-in-law have been charged with taking more than $150,000 from the 86-year-old father. Continue reading

Posted Nov 30, 2018 at Florida Estate Planning

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What If I Don’t Want to Give My Kids My Assets?

Just because Warren Buffet wants billionaires to sign his giving pledge, doesn’t mean you have to. However, not everyone wants to leave everything to their kids. Continue reading

Posted Nov 29, 2018 at Florida Estate Planning

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What is a Living Will, and Do I Need One?

Young people don’t think they’ll ever need any kind of will. However, a living will makes sense for people at every age and stage of life. We never know when a serious illness or injury will occur. Continue reading

Posted Nov 28, 2018 at Florida Estate Planning

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Do I Have All the Beneficiaries Set Up Correctly on My Assets?

The typical example is an ex-spouse getting all your retirement savings. However, what if you have a child with an opioid addition, you die, and he or she inherits hundreds of thousands of dollars—that vanish in less than a year? Continue reading

Posted Nov 27, 2018 at Florida Estate Planning

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Is It Too Late for Me to Get Ready to Retire?

Most of us don’t realize how important it is to save and plan for retirement, until we’re around the corner from that big change. Sometimes you can catch up, and sometimes you have to delay retiring. Continue reading

Posted Nov 27, 2018 at Florida Estate Planning

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Expect to Keep Working? You Still Need a Succession Plan

If you’re a business owner who loves what you do, you consider your business to be one of your biggest achievements after your family and enjoy the challenges it presents. As for retiring, why should you? Continue reading

Posted Nov 16, 2018 at Florida Estate Planning

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How Did One of the Wealthiest Men in the World Address His Estate Plan?

We may never know how one of the founders of Microsoft structured his estate plan. His finances were addressed wisely, and his legacy will likely continue for many years, if not many generations. Continue reading

Posted Nov 15, 2018 at Florida Estate Planning

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Can You Calculate Your Own Estate Taxes?

Here’s a complex area that people tend to ignore, until it’s too late to do anything about it. Better solution: speak with an estate planning attorney while changes can still be made. Continue reading

Posted Nov 14, 2018 at Florida Estate Planning

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Estate Litigation Resolves Return of Unreleased Music to Tupac’s Estate

A bundle of recordings that the hip-hop icon made and never released, have now been returned to his estate following a five-year legal battle. Continue reading

Posted Nov 13, 2018 at Florida Estate Planning

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Are Your Family Trusts Still Working For You?

If the trust is not accomplishing its original purpose, you may need to make a change. That’s sometimes a result of situations changing, while at other times because they were not set up correctly. Continue reading

Posted Nov 12, 2018 at Florida Estate Planning

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When a Sibling Executor Goes Rogue

It’s one thing to fight with a sibling over toys when you are young. However, as adults, and more to the point, as an executor, there’s no room for tantrums or not acting in the best interests of the beneficiaries. Continue reading

Posted Nov 9, 2018 at Florida Estate Planning

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Countdown to Retirement with Three Simple Questions

To help plan for retirement, it helps to move from asking global questions, like “Can I afford to retire?” to more specific questions, like “What’s my monthly cost of living right now?” Continue reading

Posted Nov 8, 2018 at Florida Estate Planning

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One Dozen Must-Have Documents

To make sure that your wishes are carried out, you’ll have to do your homework. Make sure that you cover these most important documents. Continue reading

Posted Nov 7, 2018 at Florida Estate Planning

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Sheryl Sandberg is “Leaning In” to the Giving Pledge

Sandberg is donating her entire stake in Survey Monkey to charity, in the shape of shares or the proceeds of sales of those shares. The Facebook COO and Survey Monkey board member has embraced the Giving Pledge. Continue reading

Posted Nov 6, 2018 at Florida Estate Planning

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How Does Life Insurance Work in Estate Planning?

Life insurance can be useful in paying off debt, covering funeral costs and serving as a useful resource so that estate proceeds or any one person’s savings don’t have to be tapped. Continue reading

Posted Nov 5, 2018 at Florida Estate Planning

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