Is It Time to Hand Over the Car Keys? January 31, 2011 - Andrew Smith At what point should you talk to a parent or another older loved one about reducing his or her driving,... Read More Elder Law
What Does a Special Needs Trustee Do? January 28, 2011 - Andrew Smith The trustee of a Special Needs Trust occupies an extremely important role. He or she is in charge of all... Read More Special Needs Planning
The Roth 401(K) January 26, 2011 - Andrew Smith If you work for a private employer, such as a corporation, you likely have a traditional 401(k) plan. And if... Read More Retirement Planning
Asset Allocation Basics January 24, 2011 - Andrew Smith Do you know the old saying, “don’t put all your eggs in one basket”? If so, then you’ve had your... Read More Financial Planning
Options for Funding Your Pet Trust January 21, 2011 - Andrew Smith Once you’ve decided to establish a trust to make sure that your pet is provided for once you’re gone, you... Read More Wills and Trusts
Three Estate Planning Concerns for Same Sex Couples January 19, 2011 - Andrew Smith If you’re a partner in a same-sex couple here in Florida, you know that if one partner becomes ill or... Read More Incapacity Planning, LGBTQ, Wills and Trusts
What Exactly Is a Will? January 17, 2011 - Andrew Smith Your Last Will and Testament is one of the foundations of a sound estate plan. It’s a legal document that... Read More Wills and Trusts
Can You Qualify for Both Medicaid and Medicare? January 14, 2011 - Andrew Smith Did you know that, if you meet the Medicare age requirements and your income and assets are low enough to... Read More Long Term Care, Medicaid
Should POD Accounts be Part of Your Estate Plan? January 12, 2011 - Andrew Smith A payable on death (POD) account can be a convenient way to pass on part of your estate outside of... Read More Estate Planning, Pay on Death
Top Reasons For Avoiding Probate January 10, 2011 - Andrew Smith One of the things that a solid estate plan can do for you is to help keep your property out... Read More Probate
Should Your Estate Plan Go Beyond the Basics? January 7, 2011 - Andrew Smith For folks with a limited number of assets, and a straightforward family situation, a basic estate plan is probably enough.... Read More Estate Planning, Wills and Trusts
Planning For Your Children With a Family Pot Trust January 5, 2011 - Andrew Smith If you’re the parent of young children, your estate plan serves a special purpose. With it, you designate a guardian... Read More Estate Planning, Parents w/ Young Children