It’s a topic many find uncomfortable to talk about, but it’s common fodder for poets, songwriters, novelists and artists: death. We all have to face it one day, and if we’re lucky we have loved ones to be there for us when the time comes. One of the best things we can do to help […]
Category Archives: Legal
02
Mar
Mar
Tax advice abounds towards the end of each year as advisors try to help people minimize the taxes due the next April. Some of that advice is common sense, like making sure you paid enough taxes during the year to avoid underpayment penalties. Some of it only applies to people who can afford it, like […]
20
May
May
| Written by Andrew Grant | Many things happen all at once when the first of a married couple dies, and the survivor is left to deal with matters that may be unfamiliar and intimidating. Among the most intimidating issues the surviving spouse faces are the legal issues; how to transfer the house, what to […]
14
May
May
| Written by Wendy Mara | One of the goals of estate planning is to help clients avoid estate planning probate. No, everyone does not have to go through probate. And no, contrary to popular belief, a will does not avoid probate. A will is not self-executing; that is, it doesn’t transfer ownership of assets […]
05
Nov
Nov
| Written by Wendy A. Mara, J.D., M.B.A | Long-term care planning is key to protecting your assets should you or your spouse need to go into a nursing home. In Florida, the Department of Children and Families (“DCF”) determines your eligibility for Medicaid Long Term Care (“Medicaid LTC”). DCF looks at two separate things: […]