Are You Missing These Asset Protection Opportunities?

May 30, 2011 - Andrew Smith

Estate planning involves a number of strategies for protecting yourself and your loved ones. Have you taken advantage of these... Read More

Estate Planning, Incapacity Planning, Wills and Trusts

Another Reason For a Carefully Planned Estate

May 27, 2011 - Andrew Smith

How do you think your children will spend their inheritances? Recently, I read about a mother in England who left... Read More

Estate Planning

More Than One Attorney-in-Fact? Probably Not a Great Idea

May 25, 2011 - Andrew Smith

Choosing someone to serve as your attorney-in-fact (also called your agent) pursuant to your Power of Attorney can be a... Read More

Incapacity Planning

The Lists You Need to Make

May 23, 2011 - Andrew Smith

Not too long ago, a blog post caught my attention. It’s entitled Estate Planning So Your Executor Doesn’t Desecrate Your... Read More

Estate Planning, Wills and Trusts

Retirement Planning: Beyond the Numbers

May 20, 2011 - Andrew Smith

So much of planning for retirement is focused on the financial, and for good reason: Americans are living longer than... Read More

Retirement Planning

Why Your 18-Year-Old Needs to Meet With an Estate Planning Attorney

May 18, 2011 - Andrew Smith

An estate planning attorney’s office is the last place you’ll find most college kids, but when your child turns 18,... Read More

Incapacity Planning

Still Getting Junk Mail for a Deceased Spouse? Here’s What to Do

May 16, 2011 - Andrew Smith

Junk mail – when it’s addressed to you, it’s merely an annoying waste of paper. However, it can be incredibly... Read More

Estate Planning

Three Things Your Pet Caregiver Needs to Know

May 13, 2011 - Andrew Smith

As a pet owner, including your pet in your estate plans likely means creating a pet trust. With this estate... Read More

Estate Planning, Wills and Trusts

What’s the Purpose of a Florida Living Will?

May 11, 2011 - Andrew Smith

A Living Will is an indispensable estate planning tool, but it covers limited circumstances. In Florida, a Living Will is... Read More

Incapacity Planning

Will Transferring Your Home to Your Living Trust Cause Mortgage Hassles?

May 9, 2011 - Andrew Smith

Occasionally, we’ll have a client voice the concern that transferring their home into their newly-created Revocable Living Trust might violate... Read More

Wills and Trusts

Does the Person I Name as My Children’s Guardian Also Have to Control Their Inheritances?

May 6, 2011 - Andrew Smith

Parents with young children have quite a few difficult decisions to make when it comes to estate planning. Not only... Read More

Estate Planning, Parents w/ Young Children, Wills and Trusts

Did You Know? Not All Gifts to a Spouse are Tax-Free

May 4, 2011 - Andrew Smith

The general rule when it comes to the federal gift tax is that gifts from one spouse to another are... Read More

Taxes