by Carol Grant | May 25, 2023 | Estate Planning
Parents in second marriages may want to leave assets to their children and try to make sure that their stepchildren don’t inherit. However, if stepchildren inherit, it can create resentment leading to legal disputes that can cost the estate significantly in delay and...
by Carol Grant | May 1, 2023 | Estate Planning, Guardianship
A health care surrogate is a legal document in which you name a person to make medical decisions, in the event that you are unable to do so for yourself. In Florida, if one does not designate a health care surrogate the physician or hospital has to rely on the Proxy...
by Carol Grant | Mar 14, 2023 | Estate Planning
To help you sidestep some of the most common blunders and get the most out of your IRA investments, Kiplinger’s recent article entitled “Don’t Make These Common IRA Mistakes” points out the most common blunders and how to avoid them. Not Planning for the...
by Carol Grant | Mar 10, 2023 | Elder Law, Estate Planning, Probate
Seniors in particular think about remarrying with an understandable degree of concern. Maybe your last relationship ended in a divorce, or there’ve been too many dating disasters. However, according to a recent article from MSN, “Planning to remarry after a divorce? 6...
by Carol Grant | Feb 27, 2023 | Estate Planning, Probate, Will
The start of the year is the time to review and revisit your estate plan. Just like going to the doctor and dentist for regular exams, it’s basic self-care. A recent article from Kiplinger, “Need an Estate Planning Checkup? Now is the Perfect Time,” advises having an...
by Carol Grant | Feb 9, 2023 | Estate Planning
When people purchase life insurance policies, they designate a beneficiary who will benefit from the policy’s proceeds. When the life insurance policyholder dies, the policy’s beneficiary then receives a payout known as the death benefit. Yahoo Finance’s recent...
