As we near the end of our lives, we sometimes reflect on the lessons we’ve learned. Memories bring smiles to our lips – and tears to our eyes. Even if you’ve already told your family the story of your life, you might want to consider writing an ethical will. Why? An ethical will, or legacy letter,...
New Year’s is a time of reflection. It’s a time to think of the happenings of the past year and look forward to life ahead. While you are in a contemplative mood, make your reminder to "update my estate plan," a primary New Year’s Resolution. Why Should I Update My Estate Plan? The past year may...
Maybe it’s time for procrastination to overtake baseball as America’s favorite pastime. It’s often said that baseball is America’s pastime. Maybe we should change that to procrastination or excuse making. How many important tasks do we put on to-do lists, then forget about them? Some things may never even make it to the to-do list because...
Florida is the fourth most populous state in the USA, behind California, New York, and Texas. And it’s a fairly popular place for people to move to from other states. If you’re a recent Florida resident, you’ve probably already noticed differences in weather, culture, and laws. Until moving, many people don’t realize how different laws are...
What Exactly is a Spendthrift Clause?. Most of the time, we have the best intentions when deciding who will get our property after we’re gone. A well-crafted, comprehensive estate plan can give the maker a sense of accomplishment, contentment, and serenity. During the estate planning process, though, people start to ask some hard questions about their...
Divorce rates for people age 50 and older are rising. In fact, the divorce rate for people over age 65, nicknamed “gray divorce”, has almost tripled since 1990. Going through a divorce causes cataclysmic changes in every aspect of a person’s life, including where they will live and what possessions they will keep. Divorce even affects...
Any time a loved one passes away, that person leaves behind a lifetime of possessions, personal property, and memories. Since we use the Internet for so many aspects of our lives, people also now leave an online footprint. In addition to an estate’s tangible assets – like jewelry, retirement accounts, and boats, executors of an estate...
Estates come in all sizes, both in the value of the estate assets and the number of people involved. Some people write Wills that name an executor and several beneficiaries. Some don’t. In fact, only about 44% of Americans have written a Will. But whether a Will exists, estate assets not disposed of in any other...
When you’re the caregiver of a loved one with special needs, you make important decisions every day. Sometimes those decisions are life-changing – for you and your loved one. Often, caregivers enlist the help of experts: therapists, medical specialists, and other advisers. It’s also important to consult with an attorney. An attorney who understands the needs...
Many retirees have worked hard over the years to acquire money and property. Nest eggs are sometimes used to fund an active retirement or pay for long-term care. Often, people like to preserve as much property as possible to pass on to loved ones. This desire to pass on things of value can be achieved through...
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