Death and Credit Card Debt April 11, 2011 - Andrew Smith Everyone knows that when you pass away, those you’ve named in your Will or Trust stand to inherit your possessions.... Read More Estate Planning
The Pros and Cons of Joint Tenancy April 8, 2011 - Andrew Smith When you’re the co-owner of property, one of the simplest ways to ensure that the property avoids probate at your... Read More Estate Planning
Do You Need Life Insurance If You’re Retired? April 6, 2011 - Andrew Smith When you have a young family, life insurance is an essential part of making sure that your spouse and children... Read More Estate Planning, Retirement Planning
Three Mistakes to Avoid After the Death of a Spouse April 4, 2011 - Andrew Smith The death of your spouse is an incredibly difficult time in your life. With the upheaval you’re experiencing, it can... Read More Estate Planning, Probate
Building Flexibility Into Your Child’s Trust March 30, 2011 - Andrew Smith Part of your role as a parent is to prepare your child for a successful adulthood, including protecting him from... Read More Estate Planning, Parents w/ Young Children, Wills and Trusts
When is a Life Insurance Policy Payable to a Beneficiary? March 25, 2011 - Andrew Smith A loved one has passed away, and you’re named as beneficiary of their life insurance policy. Will there be proceeds... Read More Estate Planning
How Much Money Should You Set Aside for Your Pet Trust? March 21, 2011 - Andrew Smith If you’re a pet owner, one of your estate planning priorities is likely making sure that your pet continues to... Read More Estate Planning
Florida Medicaid Recovery March 16, 2011 - Andrew Smith The Medicaid program is a need-based program that is jointly administered by the federal and state governments, and many senior... Read More Estate Planning, Long Term Care
Estate Planning Term: Fiduciary March 14, 2011 - Andrew Smith Sometimes it seems like you need to learn a whole new vocabulary in order to understand your estate plan. One... Read More Estate Planning, Incapacity Planning, Wills and Trusts
When Does a Power of Attorney Terminate? March 11, 2011 - Andrew Smith If you sign a Durable Financial Power of Attorney in Port St. Lucie FL & Vero Beach FLÂ naming someone as... Read More Estate Planning, Incapacity Planning
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