Leaving Your Estate to Charity? Get Some Advice First

March 4, 2011 - Andrew Smith

If you regularly give money to a favorite cause, you might consider leaving a portion of your estate to that... Read More

Estate Planning

What Happens When Spouses Pass Away at the Same Time?

March 2, 2011 - Andrew Smith

When two spouses are in a common accident and both die at the same time, or it can’t be determined... Read More

Estate Planning

February 28, 2011 - Andrew Smith

We normally hear about prenuptial agreements in the context of Hollywood divorces or splits among the rich and famous. However,... Read More

Estate Planning

February 25, 2011 - Andrew Smith

A 529 plan is a tax-free account established for the express purpose of paying the expenses of higher education for... Read More

Financial Planning

February 23, 2011 - Andrew Smith

You know how important it is to leave a financial legacy for your loved ones, making sure that your spouse,... Read More

Estate Planning

February 21, 2011 - Andrew Smith

In Florida, as in the vast majority of other states, same-sex couples are not afforded the rights that heterosexual married... Read More

Estate Planning

February 18, 2011 - Andrew Smith

When you and one or more other account holders own a financial account with a “right of survivorship” designation, and... Read More

Estate Planning

February 16, 2011 - Andrew Smith

If you’re approaching retirement and still carrying a mortgage, you’re likely to wonder which approach makes more sense: 1) Dip... Read More

Retirement Planning

February 14, 2011 - Andrew Smith

If you didn’t quite meet your $5,000 IRA contribution limit for last year, there’s still time. You have until April... Read More

Retirement Planning

February 11, 2011 - Andrew Smith

A video Will, in and of itself, is not valid in Florida. However, there are circumstances where people opt for... Read More

Estate Planning

February 9, 2011 - Andrew Smith

COLA stands for “cost of living adjustment”, an important term when it comes to retirement benefits – whether those benefits... Read More

Retirement Planning

February 7, 2011 - Andrew Smith

One misconception many people have is the idea that, if they need to go into a nursing home, Medicare will... Read More

Long Term Care