Monthly Archives: November 2020
Florida Estate Planning for Millennials and Young Adults
Some Millennials and young adults do not make estate planning a priority because they mistakenly believe that you must be wealthy or old – or both – to even think about developing a strategy. Results of a survey conducted by Caring.com, an online resource for information about issues facing aging adults, prove this point…. Read More »
Long-Term Health Care in Florida Estate Planning: A Look at Your Options
Floridians of all ages understand the importance of creating a solid estate plan, including a will, powers of attorney, trusts, and other documents appropriate for their unique family situations. However, many overlook one critical aspect of an estate plan: Long-term health care. Statistics about long-term care in the US from Morningstar, Inc., an online… Read More »
New Law on IRAs May Affect Your Florida Estate Plan
Whether you are still working or already retired, you may need to review and make adjustments to your existing Florida estate plan under a new federal law that went into effect in January 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act implements key changes to many retirement plans and the rules… Read More »
Common Florida Parenting Plan Violations and What You Can Do About Them
When going through divorce, one of the most important issues you will address is child custody and visitation under Florida’s statute on time-sharing and parenting plans. The laws favor both parents participating in important decision-making, which means each of you will have rights and responsibilities. Even where one parent has the child the majority… Read More »
