Monthly Archives: January 2020
Using Estate Planning to Ensure That Your Pet Is Safe While You Are Alive
We’ve previously discussed your ability to make provisions for your pet in your will, but how do you specifically do that? What if you become incapacitated and can no longer care for them while you are alive? As estate planning attorneys here in Florida, we regularly encounter questions from clients concerning how to best… Read More »
The Most Important Mistakes to Avoid When It Comes to Naming Beneficiaries
We’ve previously discussed the importance of beneficiary designations and keeping them updated in order to ensure that certain assets such as your 401(k) and life insurance policies are passed on in accordance with your wishes. Below, we also discuss some of the most common mistakes when it comes to naming beneficiaries and how you… Read More »
Using Life Insurance to Strategically Plan Your Estate Post-Divorce
As estate planning attorneys here in Florida, we frequently encounter clients who are going through or contemplating divorce, we regularly receive questions regarding whether or not there are particular estate planning choices that can help protect families and divorcees. For some clients, life insurance can help address some of these concerns, and you can… Read More »
Inherited IRA Rules You Should Be Aware Of
If you have inherited an individual retirement account (IRA), it can be very confusing in terms of how your new account or asset is affected by estate, financial and tax planning. Your choices very much depend upon if you are a spouse or non-spouse, who left you the IRA, and whether the original account… Read More »