| 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
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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: […]
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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 […]
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Oct
Oct
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 wishes and provide for your needs if you should become incapacitated. Estate Documents You Need to Have in […]
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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 […]