A Warning About Joint Property November 19, 2010 - Andrew Smith Owning property jointly with another person is a very effective way to avoid the probate process. For example, if you... Read More Estate Planning, Probate
Caring for Mom and Dad? 5 Tips for Relieving the Stress November 17, 2010 - Andrew Smith Caring for an aging parent can be a stressful job, even if your mom or dad isn’t that demanding. You’ve... Read More Long Term Care
Power of Attorney and 401(k)? Make Sure They Work Together November 15, 2010 - Andrew Smith One of the main goals in having a Power of Attorney is to allow your agent (also called your attorney-in-fact)... Read More Estate Planning, Incapacity Planning
Are There Restrictions on Who Can Serve as Personal Representative in Florida? November 12, 2010 - Andrew Smith The rules of estate planning are actually dictated by state law. And the laws of estate planning vary widely from... Read More Estate Planning, Wills and Trusts
Making a New Will? Destroy the Old One November 10, 2010 - Andrew Smith There are many reasons to make a new Will. Maybe you’ve remarried and want to add your new spouse as... Read More Wills and Trusts
What Are the Duties of a Probate Judge? November 8, 2010 - Andrew Smith A probate judge is in charge of the probate process, and his or her role in the process depends a... Read More Probate
Choosing an Attorney-In-Fact November 5, 2010 - Andrew Smith The person you designate to act on your behalf under a Financial Power of Attorney is called your Attorney-in-Fact. This... Read More Incapacity Planning
Got Creditors? A Revocable Living Trust Is Not Enough November 3, 2010 - Andrew Smith As anyone who has lost a home or other assets to a judgment creditor can tell you, it can pay... Read More asset protection
Which Wins Out: Your Deed or Your Will? November 1, 2010 - Andrew Smith When James was in college, his father was generous enough to buy him a home. James and his dad took... Read More Wills and Trusts
Do You Need a Pour Over Will? October 29, 2010 - Andrew Smith Did you know that, if you have a Revocable Living Trust, you also need a will? How does this make... Read More Wills and Trusts
Is It Time To Update Your Estate Plan? October 27, 2010 - Andrew Smith It’s important to think of estate planning as a continual process, instead of as a one-time event. The estate plan... Read More Estate Planning, Incapacity Planning, Parents w/ Young Children, Wills and Trusts
How Does an IRA Trust Work? October 25, 2010 - Andrew Smith If you have a substantial amount of savings in your IRA, and you won’t need the funds in the account... Read More Estate Planning, Wills and Trusts