| 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 […]
Category Archives: Legal
Estate Planning, Legal
What happens to your assets if you or your spouse need to go into a nursing home?
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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: […]
19
Oct
Oct
| Written by Andrew C. Grant | One of the most frequent questions I get when meeting with new clients to plan for their estates is whether they need a trust or not. This question is usually prompted by a lack of information, or misinformation, as to what a trust does as part of a […]
12
Oct
Oct
| Written by Laurie Taylor | “By failing to prepare, you are preparing to fail.” ― Benjamin Franklin When I talk to clients about having their Estate Documents in place, I am often dismissed because “we don’t have enough money to worry about.” Estate Documents deal with much more than money. They also state your […]
11
Oct
Oct
| Written by Andrew Grant | As a child of the 80’s, when I heard the term “digital” it usually had to do with watches, and when I finally got one I thought it was one of the coolest things ever. It was really the only “digital” asset I had. Now, of course, most of […]
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