Is there a Required Minimum Distribution for a Roth IRA?
If you have a tax-deferred retirement savings plan, like a 401(k) or a traditional IRA, then you know that once... Read More
Retirement Planning Blog
Would Your Estate Planning Documents Survive a Disaster?
When you’re considering where to store your estate planning documents – and other important papers- you have several factors to... Read More
Estate Planning 5 Tips for a Healthy Retirement
As you approach retirement, you’re likely paying extra attention to your finances, making sure that everything’s in order and that... Read More
Retirement Planning Is it Possible to Inherit Your Loved One’s Debts?
When a loved one passes away, there can be a lot of confusion about who’s responsible for what. And there’s... Read More
Estate Planning, Probate A Warning About Joint Property
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
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
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?
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
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?
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
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
As anyone who has lost a home or other assets to a judgment creditor can tell you, it can pay... Read More
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