Open Enrollment is around the corner! So we reached out to insurance expert Dean Smith, of Health Markets, for some vital information about health insurance. Benefits for all Medicare plans change each year so you should consult an independent Medicare enrollment specialist to make sure you’re really getting what you need. Below are tips for […]
Last time, we shared the first part of our series on the importance of estate planning for those without kids. If you haven’t read it yet, you can do so here. Here in part two, we discuss the other risks involved for those who forego estate planning. Someone will have power over your health care […]
During the time of stress and grief after losing a family member, the last thing you want is to have a hard time accessing the proceeds of a life insurance policy….especially if you need financial support for living expenses or funeral expenses. That’s why it’s important that you understand how you can access those insurance […]
You could be unintentionally reducing your family’s wealth potential if you do not properly designate the beneficiaries of your IRAs. Improper estate planning could mean that your IRA assets could pass to the wrong people or entities, so how you execute your beneficiary designations is critically important. Here are some of the steps that need […]
Maybe you’ve heard that before investing in a professional service you should shop around and “get three estimates.” While often this is wise advice, it’s actually a bad idea when it comes to estate planning. This article explains why and how you can ensure you get the most efficient and affordable plan possible for your […]
Probate is the legal process through which a deceased person’s estate is properly distributed to heirs and designated beneficiaries and any debt owed to creditors is paid off. In Florida, there’s Summary Administration and Formal Administration. The main phases of administering an estate involve: Gathering, identifying and valuing estate […]
Every parent who’s watched the news lately has felt the heartbreak over what’s happening to immigrant families at the border. Between May and June 2018, more than 2,300 kids have been separated from their parents at the U.S.-Mexico border. Think of the horror of kids crying and begging for their parents. What would it be […]
Every parent who’s watched the news lately has felt the heartbreak over what’s happening to immigrant families at the border. Between May and June 2018, more than 2,300 kids have been separated from their parents at the U.S.-Mexico border. Think of the horror of kids crying and begging for their parents. What would it […]
Of the major life events that require your serious consideration, few are as emotionally charged as how to leave your assets for loved ones at the time of your death. This often complex process is accomplished through legal documents such as wills and trusts, which have recently become available for purchase online as standard forms. […]
Do you remember the 1980s sitcom Growing Pains? The late actor Alan Thicke played the wise and fun dad and psychiatrist Dr. Jason Seaver. Ever since he died from a sudden heart attack, his children and his widow have been battling over his estate. Unlike some celebrities, he had a fairly comprehensive estate plan. But […]
Four Tips For Discussing Estate Planning With Your Family...December 5, 2019 - 4:54 pm
Don’t Let Your Kids Move Out Without These Docume...November 26, 2019 - 11:30 am
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Buyer Beware: The Hidden Dangers of DIY Estate Planning...November 12, 2019 - 2:43 pm
