Does Florida Law Require That a Will be Notarized? March 7, 2011 - Andrew Smith Each state has its own legal requirements for what makes a Will valid, and among those requirements are rules for... Read More Estate Planning, Wills and Trusts
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, Wills and Trusts
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, Probate, Wills and Trusts
Prenups: Avoiding Common Pitfalls 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
What is a 529 Plan? 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, Parents w/ Young Children
Three Ways to Create a Lasting Legacy 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
Same-Sex Couples and Funeral 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
How Joint Accounts Avoid Probate 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, Probate
Does it Make Sense to Pay Off Your Mortgage Before You Retire? 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
Is Your IRA Underfunded? There’s Still Time 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
The Pros and Cons of the Video Will 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, Wills and Trusts
COLA: What is it? 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